Start a Workflow and Perform a Workflow Task

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You are here: Globodox Workflow >Start a Workflow and Perform a Workflow Task

We have used the workflow that was created using the If-then-else block. See, Create a Workflow using the If-then-else block

We are assuming that you have three users called Manager, John and Mary. It is highly recommended that you create these users using Globodox User Manager. This will make it easier for you follow the instructions below.

Starting a workflow is a very simple process. However the step-by-step instructions below are long and detailed because they are written for users who will be starting the workflow for the first time.
 

To Start a Workflow

1.In Globodox, Select a document that needs to be approved. (You can select any document for this tutorial).
2.Click the Route option of the Home tab. The route window will now be launched. (You can also right click the selected document and click the Route option).
3.Select the WorkflowForApproval workflow from the Select Workflow drop down.
4.Now, enter a Name for this process. Specify the importance of this approval from the Priority drop down. Specify the due date and time to complete this approval in the Due box. Enter comments (if any) in the Comments box.
5.Now, click the Apply button to start the workflow. The document that you selected will now has its In Workflow field checked, indicating that it is in a workflow. Repeat steps 3-6 to choose another document for approval.
6.Click the Globodox button and select the Logout option to logout user John.
7.Click the Globodox button and select the Login option. A login box will be displayed. Login to Globodox workflow as user Mary.
8.Click the Task and Messages > Inbox (Tasks) in the Workspace. Mary's tasks will now be displayed in the right pane i.e. the List View. There will be two tasks in her folder that were generated by the Workflow Engine when John initiated the workflow for the two documents.
9.Double click the first task to open it in a new window. The task will now be opened in a new window and the Information tab will be displayed.
10.The Information tab will display the Subject and the Message of the task. Click the Attachment tab to view the attached document. Double click the document to view it in the Document Details window.
11.In the right section of the task select a action for the task from the Approved drop-down. Select Yes/No option from drop-down to approve/reject the document. Enter your comments in the Comments box. Click the Apply button to complete the task.
12.Lets assume you want to approve this document. For this select the Yes option from the Approved drop-down. Click the Apply button to complete this task.
13.Now, you open the other task to view it. Click the Attachment tab to view the attached document.
14.Lets assume you want to reject this document. For this select No option from the Approved drop-down and click the Apply button to complete this task.
15.Logout user Mary and login as user Manager.
16.Click the Tasks and Messages node of the Workspace and select the Inbox (Messages) folder. The Manager's Inbox will now be displayed.
17.There will be one message in his folder notifying him about the documents approved by Mary. Double click the message to view it. The message will be opened in a new window displaying the Message tab.
18.The Message tab will display the Subject and the Message. Click the Attachment tab to view the attached document. If you want to reply/forward this message you can do so by clicking the Reply/Forward button.
19.Now, logout user Manager and login as user John.
20.Click the Tasks and Messages node of the Workspace and select the Inbox (Messages) folder. John's Inbox will now be displayed.
21.There will be one message in his folder notifying him about the documents rejected by Mary.
22.The WorkflowForApproval workflow is now completed.

 

Notes:

You can monitor a Workflow by using the Workflow monitor.
 

Related Topics

Task and Messages
Create Workflows
Monitor a Workflow

 

 


Page URL: http://www.itaz.com/globodox/help/index.htm?start_workflow_and_perform_workflow_task.htm