Workflow

How to Assign Documents or Notes to an Activity

What to do:

As a prerequisite for the following example you must have completed the example Create Process Templates and must have saved a document in the document management.

Document management

Select Start > Workflow > Process in Definition.
The Process in Definition mask is displayed.
Search for the process Purchase Requisition.
Click the Activities tab.
Highlight an activity and choose References > Referenced documents from the context menu.
In the example the activity is Approve.
  The Related documents list is displayed.
To change to Insert mode click .
Click the Sequence field and enter 10.
The position ID must be unique!
In the Document Number field click .
The Document List is opened.
Select a document from the Document List.
In the example the document is Doc-100 Pen Distributor.
To save the entry click .
 
  The document Doc-100 Pen Distributor is now assigned to the activity Approve.
In order to assign a note, select Notes rather than Referenced documents. A Note window is displayed. Select a note or enter and save a new note. All notes can be browsed and printed.