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.