Using the Publishing & Workflow Wizard
The Workflow Setup Wizard helps you create a workflow. After the final step, your workflow displays in the Workflow Designer where you can customize it to further meet your requirements.
You can launch the Publishing & Workflow Wizard by clicking the Publishing & Workflows icon on the desktop; or from the main menu, choose Publishing & Workflows.
Click Create New, then click Next. there are at least four screens, depending on the options you choose.
On This Page
- General Settings
- Authentication Options
- Page Layout Template
- If You Selected Grid Layout
- If You Selected Table Layout
General Settings
Provide these settings then click Next to move to the next screen.
| Property | Details |
|---|---|
| Profile Name | Give this workflow a meaningful name. |
| Project Folder | Click the icon at the end of the field to choose where you want to save this workflow; you can also create a new project folder |
| Publish Form Data | Default is checked. Typically, you will be publishing data collected through one of your web forms so this field is checked. However, you might want to publish a static page that does not contain any data (a Custom Page). To do so, uncheck thisd field. This will hide the next field and the Wizard will guide you through the process of creating a static page. |
| Data Source | Click the icon at the end of the field to choose the form whose data you want to publish in this workflow. |
| Header Graphic | Optional. Click Browse to open your image library and upload your logo to include in the header, or use one of the icons from the icon collection. For best results, use an image that is 150 x 50 pixels. |
Authentication Options
Click on the option to choose how you want to secure access to your workflow. Your options are as follows:
| Property | Details |
|---|---|
| No Login Page | Anyone can access the workflow. Click Next for Page Layout Template. |
| Automatically Create the Login Page & Member Database | A login page and a form for a member database are automatically set up. You can customize them later. Next step after clicking Next is a screen of information that tells you a new member database wil be created for you containing one record with a usernae of admin and a password of password. You can change this later and add more users. Click Next to move to Page Layout Template. |
| Let me Choose my Member Database | You already have set up a member database with username and password fields from the special fields library. Next step after clicking Next is to choose the form used as the member database, optionally add an access filter to restrict access, and enter your custom message to let people know they have been denied access because of the conditions defined in the access filter. Then click Next for Page Layout Template. |
Page Layout Template
Choose Grid Layout or Table Layout and click Next.
Layout templates are used on Data Pages to define how each record will be outputted.
If You Selected Grid Layout
Here you create the HTML layout used to display each record when displayed.
In the Columns field, choose how many columns across will display. The default is 3.
Click Finish to complete the setup process and launch the WorkFlow Designer where you can customize your workflow.
If You Selected Table Layout
Here you select the columns to display in the table.
Use CTRL + Click to select the columns you want to be displayed in your workflow.
Click Finish to complete the setup process and launch the WorkFlow Designer where you can customize your workflow. You will be able to add and delete columns as well as modify the column headers and other features.
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