A Workflow Map is a graphical representation of a business process and the information used in the business process. A Workflow Map contains:
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A series of linked steps that define tasks, users, milestones, evaluations, and other functions that are performed sequentially or in parallel.
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A work package, which consists of attachments, comments, attributes, and other information related to the work process.
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General settings, which consist of management permissions, due date calculations, the type of information included in the work package, and other settings that affect the entire Workflow Map. For information about specifying general settings, see Defining General Properties.
For information about adding a Workflow Map, see Working with Workflow Maps. For information about configuring a Workflow Map, see Configuring Workflow Maps.
Workflow Map steps define the work and events in a Workflow (an executing instance of a Workflow Map). The following table describes Workflow Map steps and their functionality.
| Step | Description | Details |
|---|---|---|
| User | Tasks to be completed by users or groups | Understanding User and Initiator Steps |
| Evaluate | Automatically routes the Workflow, based on the conditional statements you define | Understanding Evaluate Steps |
| Milestone | A point in a process used to monitor Workflow progress | Understanding Milestone Steps |
| Initiator | Tasks to be completed by the Workflow Initiator | Understanding User and Initiator Steps |
| Process | Automatically send an email, modify attributes, and copy attachments | Understanding Process Steps |
| Item Handler | Automatically create folders, modify attributes, perform versioning operations, and move or copy items | Understanding Item Handler Steps |
| Sub-Workflow | Embed another Workflow Map in your Workflow Map | Understanding Sub-Workflow Steps |
The Form Task step allows you to assign Forms to a user or group. For more information about Form Task steps, see
You can include signing features in a Workflow using the following eSign steps:
For more information about eSign steps, see
The work package is a collection of information used or created during the execution of a Workflow Map. You control which work package information is available on steps and allow step assignees to add or modify data in the work package. For example, if you want an assignee to review a document, you can add the document as an attachment, and then create a step that requires the step assignee to review the attached document. You must enable each type of information you want to include in your Workflow Map's work package before it is available. The work package consists of the following types of information:
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Attachments, which are documents, files, and any Content Server item. For more information about Workflow Map attachments, see Defining Attachments.
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Attributes, which are fields and values you create. For more information about attributes, see Defining Attributes.
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Comments, which are text fields on steps where participants can record thoughts and comments.
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Forms, which allow you to make Forms, PDF Forms, and eForms available in the Workflow Map work package. PDF Forms and eForms are available only if the optional product modules are installed.
For more information about using Forms, see
Using Forms in Workflow Maps .
