Workflow Properties

While in Personify Application Designer or Personify Web Forms Designer, the following properties appear in a new Workflow section of the properties list when you select the associated control. These properties determine if/how a Personify Workflow triggers and which Personify Workflow will trigger based on the user action.

For more information on working with the Workflow Properties, please refer to Setting Up Workflows.

Workflow-related properties common to most controls:

· ValueWorkflowEnable
Values: True/False
Determines if you can author a rule against this element when creating a workflow in the Workflow Designer. This property applies the elements whose value you want to decide the outcome of the workflow.

For example, if when a user clicks a button you want a specific page to display only if the user selected the “Student” option from a drop-down list on the current page, then you would set the ValueWorkflowEnable property for the drop-down control to “True.”

· ControlWorkflowEnable
Values: True/False
Determines whether or not the element name shows up in the drop-down list of elements available to take an action on within the Workflow Designer. This property applies to elements that can be affected by a workflow, such as pages or text boxes you want to make visible or hidden based on a user’s action.

For example, in the example above (when a user clicks a button you want a specific page to display only if the user selected the “Student” option from a drop-down list on the current page), then you would set the ControlWorkflow Enable property for the page you want to appear when the user clicks the button to “True.”

Form

· OnFormLoad
Values: List of workflows
Determines the workflow to execute when the form loads.

For example, apply a workflow to this property if you want a workflow to trigger once a user opens a form such as the Campaign Definition (FND100_Campaigns) screen.

· OnFormUnload
Determines the workflow to execute when the form unloads.

For example, apply a workflow to this property if you want a workflow to trigger once a user opens a form such as the Contract Tracking (MRM003) screen.

· OnSaveFailure
Determines the workflow to execute when a user tries to save any changes made to the screen/form and the save fails.

For example, apply a workflow to this property if you want a workflow to trigger once a user tries to save a new meeting product, but the save fails.

· OnSaveSuccess
Determines the workflow to execute when a user successfully saves any changes made to the screen/form.

For example, apply a workflow to this property if you want a workflow to trigger once a user successfully saves a new advertisement type.

· PageActivated
Determines the workflow to execute when the PageGroup is activated.

For example, apply a workflow to this property if you want a workflow to trigger once a user activates a different page within a pagegroup, such as activating the DetailPage of the Customer Central screen after performing a customer search.

Text Box

· OnValueValidate
Determines the workflow to execute when the user enters new text for the text box.

For example, apply a workflow to this property if you want a workflow to trigger once a user enters in a new value to a text box, such as entering in a Special Instructions for a coupon.

Combo Box

· OnValueValidate
Determines the workflow to execute when the user selects a new value for the combo box.

For example, apply a workflow to this property if you want a workflow to trigger once a user enters in a new value to a combo box, such as selecting to see just the Active Orders on the Order History tab of the Customer Detail screen.

Button

· OnClick
Determines the workflow to execute when the user clicks on the button.

For example, apply a workflow to this property if you want a workflow to trigger once a user clicks a button, such as having a notification execute when a user clicks a button labeled “Send Update Reminder Email” when looking for updated information on a customer.

Link

· OnClick
Determines the workflow to execute when the user clicks on the link.

For example, apply a workflow to this property if you want a workflow to trigger once a user clicks a link, such as having a the Customer Detail screen of a specific customer open when a user clicks the name of that customer.

Check Box

· OneCheckChange
Determines the workflow to execute when a user checks/unchecks the checkbox, based on the default value of the checkbox.

For example, apply a workflow to this property if you want a workflow to trigger once a user checks a checkbox, such as when a user selects to have a refund applied to the Ship_To address rather than the Bill_To.

UpDown

· OnValueValidate
Determines the workflow to execute when the user selects a new value for the combo box.

For example, apply a workflow to this property if you want a workflow to trigger once a user changes the priority of a GL account by lessing the value on the UpDown control.