ECMToolbox Setup Workflow Events Buttons

A button allows the user to invoke an action related to the selected document. The button is displayed above the work item display list for an Inbox or GroupBox, and it has a label to identify its purpose.

Add a Simple Button

1. On the Workflow Designer, click the plus icon to the right of the queue box.

2. Specify a button name.

3. Change the button and text color or choose from a pre-defined color pallet.

4. Select visibility options for the button.

5. Specify a button tooltip that the end user will see when they hover over the button.

6. Click Save.

Add a User Select Button

A button can be turned into a routing button that can be used to send a work item to a different queue and thereby to a new user (reviewer).

1. Follow Add a Button steps (above) first.

2. Click User Select tab.

3. Select the workflow path or all paths that will be involved in the selection.

4. Check the queues or queue that the user can select.

5. Check Send to User if the end user can select a user to assign it to, otherwise it will be sent unowned to the queue.

6. Check Set Color if the row color of the work item should be set in the new queue.

7. If Set Color is checked, select a color for the row to change to.

8. Check Use Current Icons if the current icons should stick with the work item once routed to the new queue.

9. Select the icons to be applied once the item has been routed.

10. This will default to having “End Workflow Instance” to True.