22.1. Understanding Workflow Designer Common Dialog Boxes

This section is intended to familiarize you with the specific user interface dialog boxes available in Workflow Designer. Many of these dialog boxes are used repeatedly across multiple actions and conditions. Understanding these dialog boxes should help you use them across Workflow Designer in a number of conditions and actions.

NOTE

For an overview of Workflow Designer, see Chapter 20.

22.1.1. Using the Workflow Initiation Parameters dialog box

The Workflow Initiation Parameters dialog box is accessible by clicking the Initiation button on the designer surface of Workflow Designer. This dialog box mostly allows you to create initiation variables, values for which can be collected from a user initiating a workflow manually by using an initiation form. As shown in Figure 22.1, the Workflow Initiation Parameters dialog box, accessed by clicking Add, allows you to add fields of a single line of text, multiple lines of text, number, date and time, choice, and yes/no.

When the workflow is saved, these fields are mapped to corresponding input controls in an initiation form. For example, a field of type Choice can be configured to be shown as a dropdown menu on the initiation form.

NOTE

It's important to note that if you specify the workflow to start automatically — for example, on item creation or modification — the initiation form isn't displayed to the user by using the workflow. So, the default values set for these initiation ...

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