You use manual input nodes in a workflow process to designate
options that users are presented with during a workflow process.
About this task
Use the Manual Input Properties window to specify the following
properties for manual input nodes:
- Title
- Used to specify or modify the node name and the description.
- Display One
- Used to specify what the product does if a user has security permissions
to only one specified option.
- Actions
- Displays actions associated with the connection lines that exit
from the node. Add rows to the Actions window
by drawing connections that exit the node. You can type a number in
the Sequence column to specify the order in
which options are presented to a user. The Instruction displays
for each row in the Manual Input window.
- Notifications
- Used to specify any notifications that the product generates if
the record travels through a connection line that exits the node.
You can use a communication template to create one or more notifications.
You can also choose to specify the subject, message, and role recipients
manually.
Procedure
- From the List tab of the Workflow
Designer application, select a process with properties to be modified.
- From the Canvas tab, right-click
the manual input node
and select Properties.
- Optional: Type a description.
- Select the Display One check box
to specify the action that occurs when a user has security permissions
to one specified option.
- In the Action field, specify a value.
- In the Communication Template field,
specify a value.
- In the Send To field, specify a
value.
- In the Subject field, type the subject
of the notification e-mail.
- In the Message field, type the message
of the notification e-mail.
- Click OK and click Save
Process.