How to create Adhoc workflow in UCM
- by vijaykumar.yenne
UCM has an inbuilt workflow engine that can handle document centric workflow approval/rejection process to ensure the right set of assets go into the repository. Anybody who has gone through the documentation is aware that there are two types of work flows that can be defined using the Workflow Admin applet in UCM namely Criteria and Basic While criteria is an Automatic workflow process based on certain metadata attributes (Security Group and One of the Metadata Fields) , basic workflow is a manual workflow that need to be initiated by the admin. Any workflow that can be put on the white board can be translated into the UCM wokflow process and there are concepts like sub workflows, tokens, events. idoc scripting that be introduced to handle any kind of complex workflows. There is a specific Workflow Implementation guide that explains the concepts in detail. One of the standard queries i come across is how to handle adhoc workflows where at the time of contributing the content, the contributors would like to decide on the workflow to be initiated and the users to be picked for approval in each step, hence this post.This is what i want to acheive, i would like to display on my Checkin Screen on the kind of workflows that a contributor could choose from:Based on the Workflow the contributor chooses, the other metadata fields (Step One, Step Two and Step Three) need to be filled in and these fields decide who the approvers are going to be.1. Create a criteria workflow called One_Step_Review2.create two tokens StepOne <$wfAddUser(xWorkflowStepOne, "user")$>, OrginalAuthor <$wfAddUser(wfGet("OriginalAuthor"), "user")$>View image3.create two steps in the work flow created (One_Step_Review)View image4. Edit Step1 of the Workflow and add the Step One token and select the review permissionView image5. In the exit conditions tab have atleast One reveiwerView image6. In the events tab add an entry event <$wfSet("OriginalAuthor",dDocAuthor)$> to capture the contributor who shall be notified in the second step of the workflowView image7. Add the second step Notify_Author to the workflow8. Add the original author token to the above step9. Enable the workflow10. Open the configration manager applet and create a Metadata field Workflow with option list enabled and add the list of values as show hereView image11. Create another metadata field WorkflowStepOne with option list configured to the Users View. This shall display all the users registered with UCM, which when selected shall be associated with the tokens associated with the workflow. Refer the above token.View imageAs indicated in the above steps you could create multiple work flows and associate the custom metadata field values to the tokens so that the contributors can decide who can approve their content.
