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Chapter 4. Using eClient 93

Figure 4-14 Folders - Paste items from e-clipboard

The documents are now contained in the folder you just created.

4.6 Document routing

The Content Manager Version 8 System Administration client allows you to

define a simple workflow for document routing. A

Node is a single step in a

workflow, a

process links different nodes into a workflow process, and a worklist

is used to gather work items from one or more nodes into a list of documents that

a user can view. For more information on building workflow nodes, processes,

and worklists, refer to IBM Content Manager for Multiplatforms: System

Administration Guide, SC27-1335.

The workflow you create with the Content Manager System Administration client

application can be accessed from both the Content Manager Windows (thick)

client and from the eClient.

Note that the eClient and Content Manager support both the Document Routing

and Advanced Workflow functions. In June 2003, the Content Manager lab

announced that the Advanced Workflow function would likely undergo significant

changes in the future. If you plan to use Advanced Workflow, check with your

Content Manager representative to get the latest recommendations before

pursuing this path.

94 eClient 101 Customization and Integration

4.6.1 Adding documents to a workflow process

To add a document to a workflow, do the following:

1. Perform a document search.

2. Select one or more documents from the search results set.

3. Select Process document from the search results drop-down box

(Figure 4-15).

Figure 4-15 Document routing - Start document in a workflow process

4. Select Start Process. A window similar to Figure 4-16 on page 95, that

allows users to select which process to start for the selected documents,

appears.

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Figure 4-16 Document routing - Select process for document

5. A list of workflow processes is displayed in the process drop-down box.Select

the correct process and the priority. Click Next.

After adding the document to a workflow, the document is inserted into the first

node of the workflow. To access the document in the workflow nodes, use a

worklist. A worklist can include documents from a single node or multiple nodes,

and can prioritize the documents from different nodes.

A worklist can be accessed from the main eClient window as shown in

Figure 4-17 on page 96.

96 eClient 101 Customization and Integration

Figure 4-17 Main eClient window with access to worklists

If your eClient does not show the Worklists option, check the IDM.properties file

and make sure that the workFlowEnabled parameter is set to true as follows:

workFlowEnabled=true

After changing the IDM.properties file, restart WebSphere to make the change

effective.

To work with worklists, do the following:

1. From the main eClient window, click Worklists. A window similar to

Figure 4-18 on page 97 appears.

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Figure 4-18 Worklist - Worklist selection window

2. Select the worklist you want to work with. In our sample workflow, the Review

with Customer worklist displays documents in the first node. Click Review

with Customer to obtain a list of documents in the worklist. A window

appears that shows a list of workflow actions that can be performed on a

document in the worklist (see Figure 4-19).

Figure 4-19 Worklist - Action options