Configure Line-Item Workflows

Hossein.K

6,642

Like ( 0 )

Report

To configure a line-item workflow element, right-click the element in the canvas
and then click Properties. The Properties form is displayed. Use the following
procedure to configure the properties of the line-item workflow element.

NOTE: Not all workflow types have line-item workflows available.Use the following steps to enter a name for the line-item workflow element.

1. In the left pane of the Properties form, click Basic Settings.

2. In the Name field, enter a unique name for the line-item workflow element.

3. Specify whether the same workflow should be used to process all line items

a. If you want the same workflow to process all the line items on a document, click Invoke a single workflow for all line-items. Then select the workflow that should be used to process the line
items.

b. If you want a specific workflow to process line items that meet a certain set of conditions, click Invoke a workflow for each lineitem.

4. To define a set of conditions, do the following:

a. Click Add.

b. Select the condition in the table.

c. On the Condition name tab, enter a name for the set of conditions you will define.

d. Click Add condition to enter a condition.

5. Enter additional conditions, if necessary.

6. To verify the set of conditions you entered are configured correctly, click Test.

7. To specify the workflow should be used to process line items that meet the set of conditions, do the following:

a. Click the Workflow tab.

b. Select the workflow from the list.

Regards,
Hossein Karimi