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Question

Business Process Step Information - Provide Instructions without a Wait for Entry Change

asked on October 31, 2016

Perhaps I am just missing something obvious.

When using Business Process Step Instructions, the instruction is only available while in a Wait for Entry Change state.

Is their a way to Post and make available Business Process Instructions without a Wait for Entry Change?

I avoid using Wait for Entry Change as I often find they create issues, legacy incomplete Workflows, can interrupt or interfere with subsequent Workflows, given a document may be valid for several different Workflows at any stage.

I prefer to have very explicit Starting Rules which validate requirements before the Workflow even executes it reduces the number of Workflows that execute and the Workflow always starts and finishes (just means I may have numerous workflows) as opposed to validating numerous conditions with Wait for Entry Changes.

I have used them extensively in the past and generally users request that be changed as they are very ridgid in that a Document needs to follow a very specific sequential pattern if something breaks or fails the Document Flow can not be restarted mid stream but needs to start the process from the beginning.

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Answer

SELECTED ANSWER
replied on October 31, 2016

No, the steps will only work with wait conditions since as I mentioned above, Laserfiche wouldn't know when to display them without Workflow indicating it is still waiting on a user action.

I was referring to the business process' start conditions. You can add instructions there and they'll be visible from the Client.

Your other option would be to use email notifications when assigning the task to a user and specify the instructions there.

 

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Replies

replied on October 31, 2016

The instructions are meant for the user performing the action. If Workflow doesn't know it needs to wait for the user, then the instructions don't really have a point.

If you are designing your processes without wait conditions, you could make each step a business process on its own and add use starting instructions.

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replied on October 31, 2016

I assume you are referring to the Step Instructions for the Business Process?

Those require a Wait for Entry as well in order to Display an Instruction once the Step completes the Instructions are no longer available.

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SELECTED ANSWER
replied on October 31, 2016

No, the steps will only work with wait conditions since as I mentioned above, Laserfiche wouldn't know when to display them without Workflow indicating it is still waiting on a user action.

I was referring to the business process' start conditions. You can add instructions there and they'll be visible from the Client.

Your other option would be to use email notifications when assigning the task to a user and specify the instructions there.

 

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replied on October 31, 2016

Okay. Thanks

These would not actually be a Client initiated Process but run on a Condition.

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