Celoxis Workflow Guide
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Celoxis Workflow Guide
Table of Contents
1. Overview of Administrator Guide
2. Defining an Application
2.1. What is it?
2.2. Getting Started
2.2.1. Getting Started: Thinking about Processes and Applications
2.3. Creating an Application
2.3.1. To create an application
2.4. Importing Pre-defined applications
2.4.1. What is it?
2.4.2. Importing predefined applications
2.5. Custom Forms
2.5.1. What is it?
2.5.2. Adding Custom forms
2.5.3. Attaching Custom forms to a process
2.5.4. Attaching Custom forms to a state transition
2.6. Security
2.6.1. Roles
2.6.2. Role Inheritance
2.7. States
2.7.1. What is it?
2.7.2. Adding/Editing States
2.7.3. Display Order
2.7.4. Start State
2.7.5. End State
2.7.6. Delete State
2.8. State Transitions
2.8.1. What is it?
2.8.2. Adding/Editing State Transitions
2.9. Timeout Policies
2.9.1. What is it?
2.9.2. Add New Timeout Policy
3. Configuring Application in a Category
3.1. State Managers
3.1.1. What is it?
3.1.2. Adding State Managers
3.1.3. Removing State Managers
3.2. Assign Roles to Users
3.2.1. What is it?
3.2.2. Assigning roles to user
4. Categories
4.1. What is it?
4.2. Adding Category
4.2.1. Name
4.2.2. Description
4.2.3. Category to be contained in
4.2.4. Select Applications that can be entered in this Category
4.3. Editing Categories
4.4. Delete Categories
5. Email Integration
5.1. What is it?
5.2. Direct Email Interface
5.2.1. What is it?
5.2.2. Using Direct Email Interface
5.3. Indirect Email Interface
5.3.1. What is it?
5.3.2. Using Indirect Email Interface
6. Email templates for emails to requestor
6.1. What is it?
6.1.1. Configuring Email Templates
7. User Guide
7.1. New process
7.1.1. What is it?
7.1.2. Starting a New Process
7.2. My Processes
7.2.1. Assigned to me
7.2.2. Requested by me
7.2.3. My Reports
7.3. Working on processes
7.3.1. Initiating a process
7.3.2. Goto your process/Find your process
7.3.3. Indicating "I am done"/ Marking Step complete.
7.3.4. Adding Comments
7.3.5. Notifying the Requestor
7.3.6. Re-assigning
7.4. Customizations
7.4.1. What is it?
7.4.2. Customizing Output columns
7.4.3. Customizing Email Notifications
7.5. Reports
7.5.1. What is it?
7.5.2. Creating a new Report.
7.5.3. Editing Report.
7.5.4. Showing Reports on MyProcesses page/MyReports page.
7.6. Browsing categories
7.6.1. What is it?
7.6.2. Browsing Category.