Provisioning Tool Guide

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Step 1. Create a Workflow Trigger

To create a trigger to launch a workflow, specify a name for the trigger, the workflow to start, and the trigger properties. If you use

Data Director

with business entities, you can also specify whether users are prompted for comments or attachments.

Click

Business Entity

Tasks

, and then select

Triggers

Click

Create

In the properties panel, enter the trigger name.

The Repository Manager refers to the name when reporting trigger validation errors.

Select

Start Workflow

so that the event trigger launches a workflow. If you do not select

Start Workflow

, changes are made directly to the data without first going through a review process.

Configure the following parameters:

Parameter

Description

Template

The name of the task template to use when the task is created.

Task Type

The first People Activity in the workflow.

Task Kind

Can be Merge, Unmerge, Hierarchies, or Review.

Process

The name of the ActiveVOS service. Corresponds to the Partner Links Service property in the ActiveVOS PDD file.

The following tables shows the service names for the default business entity workflows:

Business Entity Workflow	Service
BeMergeWorkflow	BeMergeTask
BeUnmerge	BeUnmergeTask
BeOneStepApproval	BeOneStepApprovalTask
BeTwoStepApproval	BeTwoStepApprovalTask
BeUpdateWithApproval	BeUpdateWithApprovalTask
HierarchyOneStepApproval	HierarchyOneStepApprovalTask

To control whether users must attach a file and whether users are prompted for attachments, select one of the following options from the

Attachment

field:

Option	Description
Disabled - Do not prompt users (Default)	Users are not prompted for attachments. Attachments are disabled.
Optional - Prompt users	Users are prompted for attachments, but they can choose whether to attach a file.
Required - Prompt users	Users are prompted for attachments and must attach a file.

When using Data Director with subject areas, users are never prompted for attachments.

To control whether users must add a comment and whether users are prompted for comments, select one of the following options from the

Comment

field:

Option	Description
Optional - Do not prompt users (Default)	Users are not prompted for comments. To add a comment, users can open the Task Details dialog box.
Optional - Prompt users	Users are prompted for comments, but they can choose whether to add a comment.
Required - Prompt users	Users are prompted for comments and must add a comment.