2.10 Workflow Designer Flashcards
Benefit of using Workflows
Enforce business processes in a user-friendly way
What types of nodes do workflows use?
Condition
Input
Assignment
Interaction
Other
What happens when user clicks Route Workflow button?
Record is moved into either:
- Appropriate status
- To the next user for approvals or authorizations
Methods of initiating Workflows
Route Workflow button
Automatic
Escalation
Process of setting up Workflow
- Create
- Build
- Validate
- (if validation successful) Enable and Activate
True or False: Subprocesses do not need to be Activated
True - Subprocesses only need to be Enabled
Make changes to workflow (without revising)
- Deactivate workflow
- Disable workflow
In what scenario can a workflow not be edited?
If any records are actively within the workflow - cannot be disabled
Need to make changes to workflow but have records actively within it - next steps?
Make workflow revision
Validate, enable, and activate new workflow
What happens to records with previous revision of workflow, when a new revision is made? What happens to new records routed to that workflow?
Remain in that workflow process
Directed into new revised workflow
Subprocess that belongs to a main workflow is revised. What must be done?
Must synchronize subprocess revision with main workflow. Use the “Resynchronize an Active Workflow” action.
Workflow routes record to user that is on vacation or no longer active. What should be done?
Set a workflow delegate
Where can a workflow delegate be set?
User’s profile within People application
User’s Personal Settings dialog
How can automation scripts be launched via workflow?
Action launch point
Custom condition launch point
