How to extend a Workflow Table of Contents with ActionTypes using Business Process Automation Bundle 2.4

SYMPTOMS

The workflow Table of Contents can be extended with ActionTypes (workflow properties) as well as fields from the data index.

CAUSE

Not applicable

RESOLUTION

How to extend a Workflow Table of Contents with ActionTypes.

Open the Settings.xml file in \Program Files\ZyLAB\ZyIMAGE Workflow\webroot\App_Data.
At the top of the file there are two sections where the workflow TOC can be extended.

The document fields section can be extended with data index fields while the database fields section holds the ActionTypes.
ActionTypes with the same name as a corresponding data index field can automatically be synchronized by setting the actionsynch attribute to 1. (In addition you can also list the fields in the field mappings section of the Settings.xml file)

There is a possibility for the user to arrange the columns the way one likes.
In order to do that, the node mappings has to have the property ordered set to "true":.

To make the action shown on the left side of the web portal workflow, you must add the field in ZyINDEX

(this example applies to Invoice Authorization template)

• Open ZyINDEX
• Click on the Workflow button
• Click on Templates.
• Scroll down to Actions.
• Click on the new button and add the fieldname
• Choose the Data and Control Type and click OK.   
• Scroll up to section Transfer Matrix.
• Click on the Task Transfer of Intake.3. 
• Scroll up to section Transfer Matrix.
• Click on the Task Transfer of Intake.

You have successfully extended the workflow Table of Contents.

APPLIES TO

2.4