Workflow properties
Use Workflow properties to include the same button types in an ASP page for any table in the system database, including new custom tables that you've added for a customer. The Container block has three properties that enable Workflow functionality:
- WorkflowTable. Sets the table for the ShowNewWorkflowButtons property to use.
- ShowWorkflowButtons. Displays or hides the workflow buttons on a view or edit screen for a record.
- ShowNewWorkflowButtons. Displays or hides a New button on a screen that shows a list of records.
Use these properties on tables for which you've configured workflow rules and states and want to display the rules and states as workflow buttons. For example, if you've enabled workflow on the Cases table in CRM, a New button is displayed for every primary workflow rule in the Cases List. When you edit a case, workflow buttons applicable to that case are displayed.
To use Workflow properties on a new custom CRM table, the table connection must have CRM required fields: xxx_createdby, xxx_createddate, xxx_updatedby, xxx_updateddate, xxx_timestamp, and xxx_deleted (where xxx is the prefix on all the fields in that table). The following conditions also apply:
- There must be a numeric field on the table to hold the workflow ID. This is typically called xxxx_workflowid.
- When creating the table link, enter the name of your workflow ID field on the Table Details screen. For more information, see Database.
- Configure the workflow rules, states, and tree for the table in <My Profile> | Administration | Advanced Customization | Workflow. For more information, see the System Administrator Guide or Help.
The Primary rules for a workflow on a new internal table must:
- Use the Custom File Name property. Typically this points to the edit.asp file page
that displays the entry group.
The .asp file specified in the Custom File Name property must:- Use a Container block (such as container, list, or entry group).
- Set the Container Block WorkflowTable property to the table name.
- Set the Container Block ShowWorkflowButtons property to true.
- Pass in the Record object as the argument to the Execute method of the container.
- Use a Container block (such as container, list, or entry group).
- Have at least one field action, for example all Primary rules.
- The field actions must not include any fields that are already shown by the ASP page.
