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Contents of the Print Workflow Definition Report Screen

Use the fields and options to configure the Print Workflow Definition Report screen.

Identification

Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.

Field Description
Parameter ID

Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults.

Description

Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Selection Ranges

Use the fields in this group box to select the range of data you want to include on this report.

Field Description
Workflow

Use this drop-down box to select the range of workflows you want to use. The following options are available:

  • All: Select this option to include all available records. The Start and End fields are disabled for if you select this option.
  • One: Select this option to include only one record. You must enter that value in the Start field. The End field is disabled if you select this option.
  • Range: Select this option to include a contiguous range of records. You must enter the beginning value for the range in the Start field and the ending value of the range in the End field.
  • From Beginning: Select this option to include all the records from the beginning of the available records to a specific record in the range. You must enter the last value for the range in the End field. The Start field is disabled if you select this option.
  • To End: Select this option to include all the records from a specific record to the end of all the available records. You must enter the value from which the range should begin in the Start field. The End field is disabled if you select this option.
Note: The default selection for this field is All. If you have a large number of jobs, you may not want to use the default option.
Start

Use this field to enter, or use to select, the starting workflow, as applicable.

End

Use this field to enter, or use to select, the ending workflow, as applicable.

Subsystem

Use this drop-down box to select the range of subsystems you want to use. The following options are available:

  • All: Select this option to include all available records. The Start and End fields are disabled for if you select this option.
  • One: Select this option to include only one record. You must enter that value in the Start field. The End field is disabled if you select this option.
  • Range: Select this option to include a contiguous range of records. You must enter the beginning value for the range in the Start field and the ending value of the range in the End field.
  • From Beginning: Select this option to include all the records from the beginning of the available records to a specific record in the range. You must enter the last value for the range in the End field. The Start field is disabled if you select this option.
  • To End: Select this option to include all the records from a specific record to the end of all the available records. You must enter the value from which the range should begin in the Start field. The End field is disabled if you select this option.
Note: The default selection for this field is All. If you have a large number of jobs, you may not want to use the default option.
Start

Use this drop-down box to select the starting subsystem, as applicable. The following options are available:

  • Accounting
  • Materials
  • Others
  • People
  • Projects
End

Use this drop-down box to select the ending subsystem, as applicable.

  • Accounting
  • Materials
  • Others
  • People
  • Projects

Sort By

Use this group box to specify how to initially the data in this report.

Field Description
1st Sort

Use this drop-down box to sort the data in this report by Workflow or Subsystem.

Page Break

Select this check box to insert a page break in between each workflow or subsystem entry.

Options

Use this group box to select advance options for this report.

Workflow Status

Use the options in this group box to specify which workflow status to include on this report.

Field Description
Active

Select this option to include only workflows that have the Active check box selected in the Workflow Models screen. An active workflow is one for which workflow cases can be initiated, activities can be started, and activities can be completed.

Inactive

Select this option to include only workflows that do not have the Active check box selected in the Workflow Models screen. An Inactive workflow is one for which none of the in-progress actions can be performed.

Both

Select this option to include both active and inactive workflows.

Workflow Activity

Use this options in this group box to specify which workflow activity to include on this report.

Field Description
Required

Select this option to include only activities that have the Required check box selected in the Activity or Activity With Options subtasks of the Manage Workflow Models screen.

Optional

Select this option to include only activities that do not have the Required check box selected in the Activity or Activity With Options subtasks of the Manage Workflow Models screen.

Both

Select this option to include both required and optional activities.

Include

Use the options in this group box to include a list of the users associated with roles and/or a list of users related to filter values. If you do not select any of these check boxes, the lists will not be included.

Field Description
Role Users

Select this check box to include a list of users associated with the roles used in each workflow's activity and message routing.

Role Filtering

Select this check box to include a list of users associated with the filter values for the roles used in each workflow's activity and message routing.