This documentation supports the 22.1 version of Action Request System.
To view an earlier version, select the version from the Product version menu.

Workflow editor

When you open an active link, filter, or escalation, it appears as the active tab in the editor area of Developer Studio . The information that defines the workflow object is organized into collapsible panels that you open to modify the object. The following figure shows the workflow editor, with the active link Sample:ShowAllClasses open in the active tab.

The workflow editor with open workflow objects



You can open multiple editing panels to create or modify the active links, filters, and escalations that you have permission to administer. In the following figure, a new active link, the filter Sample:Enroll, and the escalation Sample:SetToCompleted are also open.

Tip

To maximize the editor, double-click the tab. You can also use the Editor perspective in Developer Studio to make the editor area larger. See Opening an object for editing.

The tab label for each workflow object displays the following information:

  • When you create a new object, the tab label indicates whether you are working on an active link, filter, or escalation.
  • The tab's icon also indicates whether the open object is an active link, filter, or escalation.
  • After you save the workflow object, the tab label displays the name of the object.
  • When you make changes to a workflow object, an asterisk indicates that the changes have not been saved. When you save the object, the asterisk disappears.

When you save a new active link, filter, or escalation, the workflow object title changes to include the name of the object and the server it is located on. If the object is part of an application, the application name also appears in the object title.

The following table provides an overview of the settings located in each of the expanding panels in a workflow object.

Panel labelActive linksFiltersEscalations

Associated forms 

See Associating workflow objects with forms.

  • Select the form or forms associated with the active link, filter, or escalation.
  • Identify the primary form, if there is more than one associated form.

Execution options 

See Creating workflow objects.

  • Set the state to Enabled or Disabled.
  • Select the user actions and associated fields (including buttons and menu options) that execute the active link.
  • Select the execution order and interval, if any.
  • Set the state to Enabled or Disabled.
  • Select the actions that cause the server to execute the filter.
  • Select the execution order.
  • Set the state to Enabled or Disabled.
  • Set the escalation pool number, if any.
  • Define the escalation time criteria, including whether the escalation runs at the specified days and times, or at an time interval.

Run If 

See Using buttons and menu bar items to execute active links.

  • Define the Run If conditions that determine whether the active link, filter, or escalation will run.

Error handler 

See Filter error processing.

Not applicable
  • Enable or disable the use of an error handler.
  • Select the error-handling filter, if any.
Not applicable.

If Actions 

See Using buttons and menu bar items to execute active links.

Define the actions that execute when the Run If conditions are met.

Else Actions 

See Using buttons and menu bar items to execute active links.

Define the actions, if any, that execute when the Run If conditions are not met. The Else action is optional.
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