Enabling Elements for Workflows

In order to create rules for your workflows, you must enable the Studio Tool elements you want to use as part of your workflow rules before you can actually incorporate them in a rule. This includes any form, page, or standard control you want to be affected by the user action or any standard control whose value you want to determine how the workflow acts.

For example, if you want a workflow to display the School Information text fields on a screen when a user selects “Student” from the Customer Type drop-down, you need to enable every School Information text field before you can create the workflow rule. Also, if you want an Activity Record to only be created when the meeting’s details have Location = “Ballroom” and Facility = “Grand Hyatt,” then you need to enable both the Location field and the Facility field.

As part of the 7.3.1 release of the Personify Workflow Designer, you can enable any of the following elements for use in creating a workflow rule:

·            Entire Application Form or Web Form

·            Single Page within a Form
(as part of a PageGroup or TabControl)

·            Single Control on a Form   

·            Button

·            CaptionLabel***

·            CheckBox

·            ComboBox

·            DatePicker

·            GroupBox***

·            LinkLabel

·            Label***

·            Panel***

·            Text Box

·            UpDown

·            Web Browser

Controls listed above which include (***) can only have an action taken against them (e.g., hide a GroupBox) since no user-action can actually be performed on them.

The Workflow Designer does not currently allow you to create workflows that deal with the buttons associated with a Search page or the tasks on the left-side toolbox of Personify screens.

To enable elements for workflows:

1.    Open the form you plan to create a workflow for via its appropriate tool (Application Designer/Web Forms Designer).

2.    Select an element related to the workflow you will create.
When selected, the properties of that page/form/control display on the right including the Workflow properties.
The Workflow properties display last in the Properties list.

3.    For all elements you would like to author a Decision rule against when creating a workflow in the Designer, set ValueWorkflowEnable to “True.”
For example, if as part of your workflow you want to set a Decision rule to say “If CustomerType=Student,” then on your form you would give the CustomerType drop-down’s ValueWorkflowEnable a value of “True.”

4.    For all elements you want an action to occur against as part of the workflow created, set ControlWorkflowEnable to “True.”
This property determines whether or not the control name shows up in the drop-down list of controls available to take an action on within the Workflow Designer. For example, if you would like the School Info page to display only when a user selects “Student” from the Customer Type drop-down, then on your form you would give the School Info page’s ControlWorkflowEnable a value of “True.”

5.    Check to ensure you enabled all elements necessary.

6.    Save the form.