Upload a New Workflow Definition

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To upload a new workflow definition, perform the following:

 

1.Click the Workflow List option on the Setup tab.

 

2.Click Upload.

 

3.Click Browse and select your updated workflow definition xml file.
 
Workflow_UploadDefinition
 
If the selected file is the same name as a current file, it will become the new default automatically.
 

4.Click OK.
 
The new file is copied to the workflow files directory and uploaded into the database.
 
If the new file is the default, it will be used from now forward on any new events.  Existing events are not effected.

Designate Default Workflow Files

Multiple workflow definitions may be uploaded to the system over time.  Only the default is used by new events upon creation.

 

To designate the default workflow definitions being used by the system, perform the following:

 

1.Click the Workflow List option on the Setup tab.

 

2.Click Defaults.

 

3.Select the default workflow definition for each data type from the drop-down lists.
 
Workflow_Defaults
 

4.Click OK.

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