Configuring Step Properties

Validation Rules
Viewed 212 times since Wed, Dec 5, 2018

Validation rules verify that the data a user enters in a workflow task meets the criteria you specify. A validation rule can be applied to one or more task fields in a particular step or transition. Validation rules are created using the Comindware E...
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Specifying Common Properties
Viewed 192 times since Wed, Dec 5, 2018

Double click the step to specify its settings: step name, step type (Start, Intermediate, or End). You may want to change a step status — select a status from the list of existing statuses.
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Custom E-mail Settings
Viewed 191 times since Wed, Dec 5, 2018

You can set up custom e-mail notifications that the system will generate and send automatically when the workflow moves to a certain step. You can set up e-mail notifications for any Intermediate or End step, but not for Start steps. You can add mult...
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Field Read/Write Permissions
Viewed 185 times since Wed, Dec 5, 2018

By default, you cannot modify auto-filled system fields on a step, while all custom fields created and such system fields as Title, Description and Due Date stay editable. If necessary, you can protect the editable fields from being modified by chang...
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Mandatory Fields
Viewed 183 times since Wed, Dec 5, 2018

You can make certain fields mandatory in a workflow task. These fields will be filled in by the task owner before they press the Next step button or save the item. Mandatory fields can be assigned to both steps and transitions. How it works Comindwar...
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Pre-Populating Item Fields
Viewed 183 times since Wed, Dec 5, 2018

Item fields can be automatically filled in when an item moves to a particular step. You can set an exact value for the field, calculate a field value using the Comindware Expression language, or clear the field value as soon as the item moves to the ...
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Automatic Time-Based Transitions
Viewed 181 times since Wed, Dec 5, 2018

You can configure your workflow tasks to be automatically moved to the next workflow step. This may be useful in the following situations: if a document needs to be to be commented on by workflow participants. If there are no comments in the specifi...
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Conditional Transitions
Viewed 177 times since Wed, Dec 5, 2018

In Comindware Tracker, you can configure transitions that are performed automatically by condition. Creating conditional transitions makes for more advanced automation of your workflow and is performed using the Comindware Expression language. You ca...
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Assigning Responsible Persons
Viewed 173 times since Wed, Dec 5, 2018

You can make employees responsible for this step by creating a task or several subtasks. You can also pre-populate all task fields with values or set field population rules. To assign a responsible person and pre-populate task fields: 1. Double click...
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Creating Parallel Tasks In a Workflow
Viewed 168 times since Wed, Dec 5, 2018

Parallel tasks are useful for splitting large or complex work in a workflow step into several tasks. Parallel tasks allow task assignees to complete tasks in any order without depending on one person creating a task before the second. Your workflow s...
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