You can add a workflow to a table using the report builder. You can configure the workflow to start when users click a button or a link in the table.
Procedure
Log on to the Web Console, and then go to Reports.
The Reports page appears.
From the navigation pane, go to Configuration > Reports.
The Reports Configuration page appears.
Beside Report Name, under Actions, click Edit.
In a table, select the column where you want to configure a component that starts a workflow.
On the right area of the page, on the Properties tab, click Fields
.
Beside Components, click Add Components
.
Configure a workflow component:
Goal | Steps to perform under Components | Required? |
---|---|---|
Configure a label for the component | In the Title box, enter a label for the component that starts the workflow. | Yes |
Configure the component to appear as a button or a link | From the Type list, select Link or Button. | Yes |
Configure the button or the link to run a workflow | From the onClick list, select Run a workflow. | Yes |
Select the workflow that runs when users click the button or the link | From the Workflow list, select a workflow. | Yes |
Configure the button to appear only when certain criteria are met |
| No |
Configure an image to appear for the button |
| No |
Configure a button to appear active when certain criteria are met | In the Enable list, select Expression, and then in the Enable Expression box, enter some code. | No |
Click Save.