We will now create the above custom workflow template using the Documentum Workflow Manager tool.
Follow the steps mentioned below to create, save, validate, and install your custom workflow template:
Note that the start (Initiate) and End activities are already available in any workflow template that you create using this tool. The system prevents you from removing these two activities from the workflow.
The Activities tab in the right-hand panel shows two kinds of activities (refer to figure 19.4):
You simply need to drag and drop the activities (manual or automatic) from the Activities palette onto the workflow template creation screen. Include these custom activities between the Initiate and End activities. Now you need to connect these activities with flows.
There are different kinds of flows:
The arrow sign is used to select an object in the workflow template editor pane.
Double-clicking the activity opens up an Activity Inspector window allowing you to provide configuration details for it. Double-clicking on the connecting flow opens up a Flow Inspector allowing you to add packages to the flow and define other details such aspackage types and versions.
Figure 19.6 is the final visual representation of our custom workflow as it will be created in the workflow template editor:
Note that some activities such as Review_Act and ContentCorrection_Act are manual while others such as Start_Act, PromoteStaging_Act, PromoteApproved_Act, DemoteWIP_Act, and End_Act are automatic. The activities have been connected by flows and are routing content in a package by the name Package0 as shown in figure 19.6.
We will be creating this custom workflow template through the series of steps mentioned subsequently and will define individual activities as you continue reading.
Provide a unique name for the workflow template (say Custom_Workflow
) and browse through/select the Docbase cabinet path to save it. We have saved it at the following Docbase location: /System/Applications/TestDocApp/Custom_Workflow
.
Note that TestDocApp
is the name of our custom DocApp in the Docbase.
Refer to figure 19.9; after saving the workflow template, the system will prompt you to validate the template and then install it once all validation tests are complete.
Note that it is important to install a workflow template if you want it to be used by Docbase users. An uninstalled workflow can not be used for routing content by users in the different lifecycle states.
Log in to Web Publisher as an administrator user and go to the section Administration | Web Publisher Admin | Workflow Templates.
The newly created custom workflow template (Custom_Workflow
) in the installed state is shown as not available in Web Publisher (refer to figure 19.10).
Choose the checkbox against the custom workflow template and click on Make Available in the tool bar as shown in figure 19.10. This makes the custom workflow template available for use within Web Publisher.
Click on the Select link shown against the Active permissions set field and choose the correct Permission Set to be associated with the workflow template.
We have selected WebPublisher User Default ACL as the permission set for our template, as shown in figure 19.11.
Click on Apply and then Ok. Your custom workflow can now be used by Web Publisher users.
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