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previous: Add actions  next: Configure mail

How to: Workflow authoring - Configure YesNo question

  Step 1 : Summary
  Step 2 : Setting up
  Step 3 : Create workflow
  Step 4 : Add actions
  Step 5 : Configure YesNo question
  Step 6 : Configure mail
  Step 7 : Test
  Step 8 : Publish
  Step 9 : Next steps

Define the behaviour of the yes no question - (page 5 of 9)

Level: basic
Recommended reading: Defining content

In this step we will configure the YesNo question to ask the user whether they can take their holiday (in this how to we will show how to change the user who is asked to approve holiday).
Double click on the question action box (or select properties from the context menu). This displays the "edit properties" window. In the action details you can edit the details that define a question.
First fill in the question text to be, "Holiday request from ". Then right click to bring up the context menu on this field. Select the "Commands" menu and then select "FullName". In the "Select user" dialog which is displayed type Creator (or select from the context menu). Then click OK, and you will be returned to the "Edit properties" dialog with some script filled in. This script will be replaced in a running workflow with the full name of the creator of the workflow.

Then fill in the description to be, "Holiday request from {$FullName(Creator)} requests time off between {$FormatDate(fromDate, "dd-MM-yyyy")} and {$FormatDate(toDate, "dd-MM-yyyy")}". The FormatDate script elements are replaced by date in the form 26/11/2003, they pick the values "toDate" and "fromDate" from the case document.
Again the context menus can be used to help complete these fields.

See scripting language for more details how to script these fields.

Use "Save" on the "File" menu to store the workflow definition.


 

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