Within this screen, a table with all created workflow definitions is found. Click on any of the available columns to sort by ascending or descending order. Through this screen, the designer, instances, and versions of a definition are accessible.
To create a new definition, click the Add New Workflow Definition button. A valid security token must now be entered by the user before a workflow definition can be deleted. The Execute Workflow Engine button is used for development purposes to execute the workflow engine immediately, in order to be able to execute activities and test. The Workflow Definition Manager and New Workflow Definition screens are password protected screens and will required a password to access the screens.
Edit a Workflow DefinitionWorkflow ID – a read-only field that indicates the unique ID associated with the workflow definition.
Workflow Definition Name – The name given to the workflow definition.
Permit Type (Subtype) – the general type of permit the workflow is associated with (such as planning, zoning, building, etc.)
Instance Pattern – a field used to give the workflow a unique name. Tokens or text can be used here. See the tokens section for more information.
Coordinator Group – a field that allows the specification of what group shall be responsible for the duties of a coordinator, including assigning reviews and performing a Quality Assurance check.
Admin Group – a group that will receive email alerts when the workflow errors. It is also reserved for future use in ProjectFlow.
eForm Template – name of the eForm template that is used. The Default.master is a template file in ProjectDox.Web.UI\WorkflowForms\DesignShells. If other design files are desired, then Default.master can be copied (i.e. BuildingEformDesign.master) into that same directory and then modified. This new master file can then be used in the WF definition manager by changing Default to the new file name – BuildingEformDesign (no .master).
Calendar Type - a dropdown used to choose the calendar that will be used as a reference for all due dates associated with the definition.
Is Active (checkbox) – determines whether this is the active definition in a project. If checked, all workflow instances started will be based on this definition.
Use Separate Review Cycles (checkbox) - Specify whether the workflow should use separate review cycles for each activity groupings. Parallel reviews normally use separate review cycles.
Single Instance Only (checkbox) – determines if only one instance of a workflow definition will be allowed to run at a time. If this is enabled, another instance can only be started once the active one is completed.
Workflow Process Type (radio buttons) – used to choose what type of workflow this definition will be classified as. At this time Ad hoc workflow is only applicable to Quick Reviews. The balance of the workflows are classified as Best in Class workflow.
Asynchronous Start (checkbox) – used mainly for ad-hoc workflow processes. If left unchecked, the first task of the workflow will automatically be accepted and opened for the person who launched the workflow. If a check is present, the task will be created in the background and wait for acceptance by the appropriate group. This should be checked for all Best in Class workflows.
Workflow Metadata - provides the ability to add key/value pairs for metadata that is tied to the workflow definition entity types.
To copy a workflow definition, follow the steps below:
Navigate to Admin->ProjectFlow Administration->Workflow Definition Manager.
Choose
the workflow to copy and click its Edit Workflow Definition
icon 
.
Click the Copy button. A pop-up will appear and prompt you to enter a name for the new definition you are creating.
Click OK when finished.
A message will appear to let you know the action was successful. Your duplicated definition will now show up in the table.
When
copying a workflow definition, assign the copied workflow definition
to a project template and setup the view Configuration based on groups
that are in the project template. The Workflow Review Configuration
is associated with the project template, not workflow definition.
Global tabs are an available feature, which can be added to an eForm in order to provide additional information to the users involved in the workflow process. These tabs must be associated with a workflow definition. It is the SA’s responsibility to include the needed tabs with the appropriate definition. The following global tabs are available upon release:
Global File Compare
Resources
Report Viewer
To add any of the above, follow these steps:
Navigate to Admin->ProjectFlow Administration->Workflow Definition Manager tab.
Select the Versions icon for the workflow definition desired.
Select that version’s
Open Workflow Designer icon 
. The Workflow
Designer window will appear.
Near the top left of the window, select the Set global tabs link.
Drag and drop the desired global tabs from the list.
Although
all formlets are listed in this window, only the 3 mentioned above
should be selected. If any others are chosen, unwanted behavior in
the workflow will occur.
To adjust the settings for the global tabs you choose to use, click the link found within the Workflow Designer.
Select the formlet you want to edit from the available dropdown. Click the Save button once you finish.
