The next step is to create a simple Workflow to route a completed Employment Application Form to a manager.

The following sections assume that you are familiar with Content Server Workflow features. If you are not familiar with the Workflow module, consult the OpenText Workflow - QuickStart Guide (LLESWFW-UQS) in the OpenText Knowledge Center before beginning this part of the tutorial.

Figure 1-4 shows an image of the finished Workflow Map.

To create the Workflow Map:

  1. Navigate to the Workspace where the Form you created earlier resides.

  2. On the Add Item menu, click Workflow Map.

  3. In the Name box, type Employment Application Workflow.

  4. Click Add.

  5. To paint the Workflow Map, click the Functions icon of the Workflow, and then click Edit.

  6. Drag and drop the Form Task step to the Workflow Map and place it to the right of the Start step. Place your mouse over the Start step and drag the arrow that appears onto the Form Task step to create a link between the steps.

  7. Double click the Form Task step and type Attach Resume in the Step Name box.

  8. Click the Choose User or Group icon and click the Select link for the Initiator.

  9. Click Add to Workflow Definition and return to the Workflow Designer.

  10. Drag and drop a User step to the right of the Attach Resume step and then link the two steps.

  11. Double click the User step and type Manager in the Step Name box.

  12. Click the Choose User or Group icon and then navigate and select your username.

  13. Click Add to Workflow Definition and then return to the Workflow Designer.

  14. Drag and drop an Evaluate step to the right of the Manager step and then link the two steps.

    Later, you will configure the Evaluate step to route the Workflow based on the approved or rejected value in the Form.

  15. Drag and drop a User step at 45 degrees to the Evaluate step, and then link the two steps.

  16. Double click the User step and type Approved in the Step Name box.

  17. Click the Choose User or Group icon and then navigate and select your username.

  18. Click Add to Workflow Definition and then return to the Workflow Designer.

  19. Drag and drop another User step at 325 degrees to the Evaluate step and then link the two steps.

  20. Double click the User step and type Rejected in the Step Name box.

  21. Click the Choose User or Group icon and then navigate and select your username.

  22. Click Add to Workflow Definition.

  23. Return to the Designer, and save the Workflow Map.

'Workflow' 'Map'

Figure 1-4: Workflow Map

For more information, see Using Forms in Workflows.