Workflow

How to ...

Templates for Activities and Processes

• Create Process Templates

Process Variables

• Create Process Variables

Processes

• Create an Ad-hoc Process
• Create a Process from a Process Template
• Assign Projects, Organizations, or Departments to a Process
• Open Processes According to their Status

Define Workflow Processes

• Add and Connect Components
• Align Components
• Edit Components
• Adjust the Visibility of Components
• Edit Activity and Transition Properties
• Restore the Most Recent Version of a Process

• Add Subprocesses
• Add Process Variables
• Pass Process Variables between a Process and a Subprocess
• Define a Process Loop
• Automate Activities
• Automate Split Operators
• Change the View
• Display a Workflow Section
• Arrange Windows
• Use the Look & Feel Function
• Print the Graphical Process View

Execute Processes

• Start a Process
• Suspend, Resume or Abort Processes
• Restart Activities
• Execute Userexits Automatically at Process Start or Finish
• Display History Information

Activities

• Assign Documents or Notes to an Activity

Inbox

• Open the Inbox
• Accept Work Items
• Forward Work Items
• Reject Work Items
• Execute Work Items
• Change the Priority of a Work Item
• Display the Activity History in the Process Monitor

Work Requests/Work Orders

• Create a Work Request/Work Order
• Suggest a Solution for a Work Request
• Assign a Solution to a Work Request
• Assign a Project to a Work Request/Work Order
  
• Assign a Process to a Work Request/Work Order
• Display the Work Request/Work Order Assigned to a Process
• Assign a Distribution List to a Work Request/Work Order
• Display the Activities of a Work Request/Process
• Define and Display the Work Order Structure
• Display where Work Orders are used
  
• Assign Affected Objects to a Work Request/Work Order

Folders

• Create a Folder
• Assign objects to a manually created Folder
• Assign Objects to an automatically generated Folder
• Display all Objects assigned to a Folder
• Select and Display Objects with their structure assinged to a Folder
• Define a current Folder

Distribution List

• Create a Distribution List
• Add Users to a Distribution List
• Explode the Group of a Distribution List
• Enter a Weighting to a Distribution List
• Create a Distribution List Structure

E-mail

• Send an E-mail to Person
• Set the Date of the Workflow Notification