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You create a new workflow group configuration from the Build view of the Desktop User Interface. To open the workflow group configuration, click Build → New Configuration. Select Workflow Group from the Configurations dialog.
To open an existing configuration, click Build and select the workflow group configuration in the Configuration Browser, or right-click a workflow configuration and then select View Configuration.Creating a Workflow Group
You create a workflow group by adding a workflow, or a workflow group, as a member to the group.
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- Select the member that you want to remove in the in the Group Members list in the Members tab in workflow group configuration.
- Click the
button.
You will get a question if you are sure you want to remove the member. - Click Yes if you are sure.
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- Select a member in the Group Members pane in the Members tab.
- Click on the
The Prerequisites dialog box opens.
The Prerequisites dialog box
- Select the check boxes for the members that the current member should follow.
- Click OK .
See the image below for an example of how it may look.
Workflow Group members execution prerequisites
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Click the Execution tab in the workflow group configuration.
The Workflow Group Execution tab
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| Info | ||
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The times stated in Scheduling will follow the timezone of the server hosting the Platform. |
The Workflow Group Scheduling tab
Entry | Description |
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Day Plans | Use this table to plan timed triggers that will execute your Workflow group. Note that you can define a list of various plans. will pick the plan that meets the top priority according to the section below, Day Plans Priority Rule. Click on the Show... button to open a calendar that displays the Workflow group execution plan, see the figure below, The Execution Calendar. |
Event Trigger | Use this table to define an event execution trigger for the Workflow group, see the section below, Event Triggers. |
Day Plans Priority Rule
The Day Plans table enables you to create a list of different execution schemes of the Workflow group. You configure each Day Plan to any interval between executions.
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To Configure a Day Plan Schedule:
Click on the Add button in the Day Plan table in the Scheduling tab.
The Add Day Plan dialog box opens.
The Add Day Plan dialog box
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- Click on the
The Add Event Chain Trigger dialog box opens.
The Add Event Chain Trigger Dialog Box
- Click on the
The Add Event Selection dialog box opens.
The Add Event Selection dialog box - Select an Event Type from the drop-down list, see Event Fields in 4.2 Event Notifications Configuration.
- Double-click on an entry in the Event Filter table.
The Edit Match Value dialog box opens. - Click on the
The Add Match Value dialog box opens. - If you want to filter all the events based on specific values of the selected type, enter the values in the Match Value(s) column. Otherwise, if you leave the default value , all the events of the selected event type will trigger the execution of the Workflow group.
- Click on Ok to close each of the four dialog boxes, confirming that your entry is included.
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