General Workflow Settings

The following workflow settings are specified in SBM Composer and cannot be modified in SBM Application Administrator.

Workflow Name Settings

  • Workflow Name

    Indicates the name of the workflow. The primary table determines the fields that are available in the workflow.

  • Primary Table

    Indicates the primary table on which the workflow is based.

  • End-user Help Text

    The text entered here is shown to users who click Get help for this Application on items that use this workflow.

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    Note: HTML tags provided in SBM Composer are not rendered.

Workflow Form Settings

  • Default State Form

    Indicates the form specified for all states in the workflow.

  • Default Transition Form

    Indicates the form specified for all transitions in the workflow.

Time Capture Settings

Time Capture options are available when you are editing the Base Workflow. When you set these options, they apply to your entire system, but you can override the system setting at various levels. By default, the Time Capture feature is disabled. For details, refer to Time Capture.

The following options are available for the Base Workflow:

  • Time Capture
    • On

      Enables the Time Capture feature.

    • Off

      Disables the Time Capture feature.

  • States
    • Visible

      Displays Time Capture options on forms.

    • Hidden

      Hides Time Capture options on forms.

  • Transitions
    • Visible

      Displays Time Capture options on forms.

    • Hidden

      Hides Time Capture options on forms.

  • Entry Required

    With Time Capture options set to "on" and "visible" for transitions, you can choose to require users to enter time spent on an item when they execute a transition. This requirement is ignored for automated processes, such as Web services and scripts.

    • Yes

      Requires users to enter time spent on an item before they can complete a transition.

    • No

      Users are not required to enter time when they execute a transition.