Enable a Document Engine object to use Process Designer

To enable Document Engine objects to use Process Designer, you must configure the following fields:

• Profile application
  Set this field to secRoleBasedAccess to replace the profile-based security application with the new role-based security application.

• Profile variable
  Set this field to $L.env.
• Category table name
  Specify the category table name if your module uses this concept.
• Phase table name
  If you store additional phase information (other than the Workflow Phase) in a table, specify the table name. Otherwise, leave this field empty.

• Master format control
  Leave this field empty if you do not use master format control any more.

  Note Although format control is still supported with the Process Designer framework, we recommend that you convert all business logic into rule sets instead of format control.

• Workflow Location
  An object in Service Manager Codeless module is always associated with a workflow or workflows. Select one of the following options to configure the workflow location:
  • By Object (if the object has only one workflow)
  • By Category (if the object has several workflows, and each category is associated with a workflow)

  Note If you use categories, your category table must contain a field called "workflow" in the dbdict. If the workflow is stored in another field in this category table, the workflow will not work.

Object-based rule sets and actions

Object-based rules and actions help to reduce duplicated definitions. Instead of defining them for each workflow, you can define them at the object level, and they will apply to all workflows that are available for an object.

For more information, see Configure rule sets and actions.