This page discusses the various types of workflow steps available in , as well and when and how to use them.
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The new step will appear on your workflow diagram and the Step Properties will open on the page. The Step Name and "Linked from: <Parent Step Name>" are listed above the Step Properties wizard.
Linked Steps Workflow Example
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The Summary step type will simply display a summary view of all the data that has been entered into the various steps of the workflow prior to the Summary step at runtime. Clicking on the Details button navigates to the selected step for viewing/editing. The designer selects the fields that display on the Summary Step in the Guided Design:Settings mode Summary Fields tab.
To add a Summary step, click the + icon in the place you want to add the step. This launches the Add Step wizard.
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Previously completed steps in a workflow can be viewed by all users but editing data is only allowed for the user that initiated the workflow. For example, if the Summary step is part of a screenflow performed by the same user, editing is allowed when this user clicks on the Details button. Once the workflow navigates to a different user, previous steps are rendered read-only and cannot be edited. Refer to Workflow Processing Modes for more information.
The Print button is available on Summary steps by default. Refer to Printing Workflows for the details. The designer can specify a CSS class, a Button label and a Decorator for the Summary step on the Settings property tab.
Existing Forms
You can also add a form you have already created and which is listed in your current project's forms home page. Adding an existing form to the workflow creates a copy of that form. If you later edit the standalone form, those changes will not affect the step in the workflow. It remains as it was at the time you copied it into the workflow. If you want to update the workflow to have a new copy of the form, delete the step from the workflow and re-add the updated form.
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For example, suppose one or more forms in a workflow have a text control named FirstName. On one form, this might be an employee's first name; on another, it might be a manager's or customer's first name. When the workflow runs and is submitted, the last data entered in the control will be saved in the resulting XML file, overwriting any previously entered datedata. To avoid this, you should give the fields unique names — such as EMPFirstName' or MGRFirstName' — so they'll be separate elements in the workflow's XSD schema and separate pieces of data in the submitted workflow's XML file.
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