Chapter 11. Workflow

Terms you'll need to understand:

  • Encryption

  • Keyword fields

  • Reserved word fields

  • Signing

  • Electronic signatures

  • Access-controlled section

  • Form formula

  • Roles

  • Routing

  • Rules

Concepts and techniques you'll need to master:

  • Creating workflow-related fields: conditional/unconditional fields

  • Creating workflow-related fields: document encryption

  • Creating workflow-related fields: hide-when fields

  • Creating workflow-related fields: keyword fields

  • Creating workflow-related fields: reserved word fields

  • Creating workflow-related fields: signing

  • Creating workflow-related fields: workflow-related field attributes

  • Creating workflow-related forms: mail-enabled forms

  • Creating workflow-related forms: setting workflow-related form attributes

  • Creating workflow-related forms: Store Form in Document

  • Creating workflow-related sections

  • Creating/distributing workflow tracking databases

  • Creating/setting up workflow roles

  • Creating mail-in databases

  • Creating mail-enabled forms

  • Creating workflow applications

  • Determining workflow control

  • Routing documents and sending links to documents

  • Setting field access: authors

  • Setting field access: encryption

  • Setting field access: groups

  • Setting field access: readers

  • Setting field access: signing

  • Setting form access: groups

  • Setting section access: groups

  • Troubleshooting mail-enabled field problems: field attributes

  • Troubleshooting mail-enabled form problems: workflow-related

  • Troubleshooting workflow distribution problems: replication

  • Troubleshooting workflow distribution problems: roles

  • Troubleshooting workflow distribution problems: routing

  • Troubleshooting workflow distribution problems: rules

When workflow applications are implemented, information is routed between team members. This chapter covers topics related to implementing workflow applications in Lotus Notes/Domino. For example, technical items to understand when designing workflow applications are workflow-related fields, workflow-related forms, workflow-related roles and routing rules, field access, form access, section access, and workflow distribution.

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