Step 1: Channel

Provide a unique Channel Name. This should be descriptive and short.

This is the form that triggers the workflow. Select a form or add a triggering form that is not in the list. The list also includes single dataforms that do not already exist in a workspace when triggering occurs. Selecting a single form is best for custom created single dataforms.

To add a dataform that is not in the list:

1. In Triggering Form, go to the end of the list and select Add Untriggered Form.
   The Select an Untriggered Form dialog opens.
   
2. In Table Name, select a dataform from the list.
3. Click Ok.
   The selected dataform is marked as triggerable and now appears in the Table Name list.

Choose a pipeline. Ensure that anything connected to the workflow (dataforms or imports) is configured to use one of the pipelines configured on the workflow. For questions or help with this configuration, log an Extranet case.

Note: If you are using the Pipeline Linking table to manage Pipeline Behaviors and you are configuring a new workflow channel, pipelines assigned a behavior of Default will auto-fill the Execution Pipeline field. If you are editing an existing workflow channel, Execution Pipeline entries remain intact until edited. Changed entries are validated against the Pipeline Linking table. For instance, if a pipeline has been assigned a behavior of Allow or Default and you remove it, you will still be able to select it from the Execution Pipeline list. If the same pipeline is assigned a behavior of Disallow, you will not be able to add it again.

See Configuring Pipeline Linking.

Select a template to apply to workspaces that will use this workflow. The Workspace Templates field is a multi-select, which allows you to apply a workflow channel across multiple workspace templates. If no specific templates are selected, the Workspace Templates field defaults to All Templates.

This field indicates whether the system will trigger business rules that use the Workflow Tasks Complete pipeline when the final task in the workflow chain is complete. When selected, this field indicates that the system will trigger business rules when completing the final task in the workflow chain. When not selected, the system does not trigger the business rules when the final task in the workflow chain is complete.

Provide a brief description of this channel.

Defaults to the current user. Set it to the owner of this process.

What field on the triggering form (or HdrAction configured on a link) will fire this workflow? This field must have been changed to the triggering value for the trigger to fire. You can also add a trigger field.

To add a trigger field:

1. In Trigger Field, go to the end of the list and select Add Untriggered Field.
   The Select an Untriggered Field dialog opens. Field contains a list of fields currently not marked as Triggerable.
2. In Field, select an entry
3. Click Ok.
   The selected field is marked as triggerable and appears in the Trigger Field list.

Scheduled Workflows

For scheduled workflows, when the triggering form is the home form in a tabbed set, Field returns all Date fields across the tabbed form set. Field points to a date field on the triggering form.

Comparison type used to determine if the trigger condition is met. (Contains, Equals, Does Not Equal)

The value evaluated to ensure the trigger condition is met. For system selectors such as lookups, or for Header actions, this is a select list.