Workflow Administration

Civic Platform provides a graphical tool (Workflow Designer) and a legacy ‘Classic’ tool for designing workflows. The Classic Workflow administration tool follows the standard configuration styles in Civic Platform Classic. Workflow Designer is a graphical design tool much easier to use. Workflow Designer contains almost all the functions in the Classic Workflow administration tool, but gives you the convenience to do everything visually. Some workflow related administration functions work with both Workflow Designer and the Classic Workflow administration tool.

Topics

• Enabling Workflow Designer

• 8509 - View Workflow Design Link

• Enabling Classic Workflow Administration Tool

• Common Workflow Configuration Tasks

Enabling Workflow Designer

Set the following FID for administrators to work with Workflow Designer:

• 0346-Workflow Designer

Enabling Classic Workflow Administration Tool

Set the following FIDs for administrators to work in the Classic Workflow administration tool:

• 0112-Admin Workflow

• 0245-Long Term Time Tracking

• 0249-Workflow Edit

• 0036-Admin Workflow Processes

• 0097-Admin Workflow Review Activity

• 0063-Admin Workflow Task Status

Common Workflow Configuration Tasks

No matter whether you work with Workflow Designer or Classic Workflow administration tool, some functions are common for workflow configuration.

Table 1. FIDs and Standard Choices for Workflow Administration

Workflow Administration	Required FIDs and Standard Choices
Task Specific Information	0143-Admin Workflow Task Spec Info, 0180-Admin Workflow Task Spec Info Subgroups, 0267-TSI Form Layout Editor
Workflow Report Settings	0192-Workflow Report Setting
Activity Specific Information	0246-Activities Specific Information
Workflow Security	8140-Limit Assignments by Dept
Workflow E-mail Settings	0026-Admin Workflow Email Messages, 0025-Admin Workflow Email Settings
Workflow Proximity Alerts	0154-Reference Workflow Proximity Alerts
Workload and Skillsets	0150-Admin Workload and Skillset