Managing Workflow Jobs 

Use

The following sections describe the various workflow job management operations, including:

●      Adding records to a workflow job

●      Removing records from a workflow job

●      Launching a workflow job

●      Deleting a workflow job

The workflow job management operations are summarized in the table below.

Operation	Description
Add to Job	Adds the selected records to the selected job.
Remove from Job	Removes the selected records from the selected job.
Launch	Launches the selected job.
Delete	Deletes the selected job.

Procedure

To add one or more records to a workflow job:

       1.      In the Records pane, select the record(s) you want to add to a workflow job.

       2.      Right-click on one of the records and choose Workflows ® Add to Job from the context menu, or choose Records ® Workflows ® Add to Job from the main menu.

       3.      Select a job from the cascading menu of new and unlaunched workflow jobs.

MDM adds the records to the unlaunched job.

There is no explicit command to create a new workflow job. Instead, a new workflow job is created automatically when you add records to a workflow job that does not yet exist.

The cascading menu includes all of the active workflows (for creating and adding records to a new unlaunched job) and all of the unlaunched jobs (for adding records to an existing unlaunched job).

You cannot add records to a job that has been launched.

You can add records to multiple jobs so long as none of the jobs checks out its records.

 

To remove one or more records from an unlaunched workflow job:

...

       1.      In the Tasks pane of the Workflows tab, select the task corresponding to the unlaunched job from which you want to remove records.

When you select a task in the Tasks pane of the Workflows tab, MDM automatically limits the set of records in the Records pane to just those records in the corresponding job.

The Status column in the Tasks pane of the Workflows tab displays Unlaunched for an unlaunched job.

       2.      In the Records pane, select the record(s) you want to remove from the workflow job.

       3.      Right-click on one of the records and choose Workflows ® Remove from Job from the context menu, or choose Records ® Workflows ® Remove from Job from the main menu.

MDM removes the records from the unlaunched job.

You cannot remove records from a job that has already been launched.

 

To launch an unlaunched workflow job:

...

       1.      In the Tasks pane of the Workflows tab, select the task corresponding to the unlaunched job you want to launch.

The Status column in the Tasks pane of the Workflows tab displays Unlaunched for an unlaunched job.

       2.      Right-click on the task and choose Workflows ® Launch from the context menu, or choose Records ® Workflows ® Launch from the main menu.

MDM launches the job and updates the Tasks pane of the Workflows tab accordingly.

Job launch fails if any records have been subsequently checked out after having been added to the unlaunched job.

 

To delete a workflow job:

...

       1.      In the Tasks pane of the Workflows tab, select the task corresponding to the job you want to delete.

       2.      Right-click on the task and choose Workflows ® Delete from the context menu, or choose Records ® Workflows ® Delete from the main menu.

       3.      If the records of the job were not checked out, MDM prompts you to confirm that you really want to delete the job.

Click OK to delete the job.

If the records of the job were checked out, MDM prompts you to choose whether to check in or roll back the checked out records.

MDM deletes the job and updates the Tasks pane of the Workflows tab accordingly.

MDM deletes all of the tasks for the corresponding job.

You can delete a job only if you are the owner of the corresponding workflow.

You can delete either a launched or unlaunched job.

You cannot delete a job with the status Cascaded if its records are still checked out.