Use this report to print workflow definitions. It includes the basic workflow data and a list of activities and options defined for each workflow. For each role used in each workflow's activity and message routing, the report can list the users associated with the role. For each of the filtered roles, the report can list the users related to the filter values.
You can print this report for a selection of workflows and subsystems. You can print active workflows, inactive workflows, or both. You can print all activities, only the required activities, or only the optional activities. You can sort the report by workflow or subsystem.
Enter information into the following screens before printing this report: Define Case Labels, Define Role Filtering, Define Roles, and Define Workflow Models. These functions are located in the Design menu.
You do not need to retain this report to provide an audit trail. Print this report as often as necessary.
Use this group box to select records from a range of workflows for the report.
Selecting Active or Inactive workflows in the Select Status group box may modify which workflows are printed on the report.
Select a range from the drop-down box. Range options are "All," "One," "Range," "From Beginning," and "To End." The default option for this field is "All." If you have a large number of workflows, you may want to select a different option.
If you do not select "All" from the Select Subsystems group box, this field will be inactive.
Enter the beginning workflow name in this field or use Lookup to select one from the defined workflows. If you select "All" or "From Beginning" in the Range field, this field will be inactive.
Enter the ending workflow name in this field or use Lookup to select one from the defined workflows. If you select "All," "One," or "To End" in the Range field, this field will be inactive.
Use the fields in this group box to select records from a range of subsystems for the report.
Select a range option from the drop-down box. Range options are "All," "One," "Range," "From Beginning," and "To End." The default option for this field is "All." If you are interested in the workflows only for particular subsystems, you may want to select a different option.
If you do not select "All" from the Select Workflows group box, this field will be inactive.
Select the beginning subsystem from the drop-down box. If you select "All" or "From Beginning" in the Range field, this field will be inactive.
Select the ending subsystem from the drop-down box. If you select "All," "One," or "To End" in the Range field, this field will be inactive.
Select the sort option for the report using this group box.
Select this radio button to sort by workflow. This is the default selection.
Select this radio button to sort by subsystem. If you choose this radio button, workflows will be printed in ascending order within the subsystem order.
Select this checkbox if you want a page break each time the selected sort option changes.
Choose which workflows to print on the report. The options are Active, Inactive, and Both. The default selection is Active.
Select this radio button to include workflows that have the Active checkbox selected in the Define Workflow Models screen. An Active workflow is one for which workflow cases can be initiated, activities can be started, and activities can be completed.
Select this radio button to include workflows that do not have the Active checkbox selected in the Define Workflow Models screen. An Inactive workflow is one for which none of the in-progress actions can be performed.
Select this radio button to include both active and inactive workflows.
If you select Active or Inactive, you will further limit the list of workflows entered in the Select Workflows group box or the Select Subsystems group box
Choose which activities to print for each workflow by selecting one of the radio buttons in this group box. The options are Both, Required, and Optional. The default selection is Both.
Select this radio button to include activities that have the Required checkbox selected in the Activity or Activity with Options subtasks of the Define Workflow Models screen.
Select this radio button to include activities that do not have the Required checkbox selected in the Activity or Activity with Options subtasks of the Define Workflow Models screen.
Select this radio button to include both required and optional activities.
Use the options in this group box to include a list of the users associated with roles and/or a list of users related to filter values. If you do not select these checkboxes, the lists will not be included. Neither of the checkboxes is selected by default. Select either or both checkboxes as needed.
Select this checkbox to print a list of users associated with the roles used in each workflow's activity and message routing. If this checkbox is unchecked, this list will not be included in the report.
Select this checkbox to print a list of users associated with the filter values for the roles used in each workflow's activity and message routing. If this checkbox is unchecked, this list will not be included in the report.
Data for this report comes from the following database tables: WF_WORKFLOW, WF_WORKFLOW_CASE, WF_ACTIVITY, WF_ACTIVITY_OPT, WF_NEXT_ACTIVITY, WF_MSG_ROUTE, WF_ACTIVITY_STRUC, and WF_ROLE. If you print Role Users, data will be selected from the WF_ROLE_USERS table. If you print Role Filtering, data will be selected from the WF_FILTER_USERS table.