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Activity types

Available with Standard or Advanced license.

  • Creating new activity types

Throughout the life cycle of a job in Workflow Manager, automatic and manually entered history is logged. Not only is this history time stamped and user stamped and a message stored with it, but it is also tagged with an activity type. Activity types have two main purposes: provide a configurable message template to be stored with history and give the message a tag so it can be sorted or queried against later.

A good example of how activity types can be used for reporting is to find out things like the number of times a job was reassigned. You can do this by querying the job history for the AssignJob activity type. The message configuration also allows each individual organization to configure what is stored as a message for that piece of history.

The application, by default, logs activities on the following events:

Workflow Manager default activity types

  • Job created
  • Workflow committed for execution
  • Step execution started
  • Step execution stopped
  • Step completed
  • Properties updated
  • Area of interest updated
  • Workflow updated
  • Current step set
  • Job cloned
  • Job closed
  • Step assigned
  • Dependency added
  • Dependency deleted
  • Hold added
  • Hold deleted
  • Link (1-M) added
  • Link (1-M) deleted
  • Link (1-M) updated
  • Step started
  • Job assigned
  • Notes updated
  • Attachment added
  • Attachment deleted
  • Comment added
  • Extended properties updated
  • Version created
  • Transactions logged
  • Workflow updated
  • Task assistant activities

Activity types have the following properties:

  • Name
  • Description
  • Message

The message property can contain dynamic properties. For more information, refer to the topic on tokens.

Creating new activity types

Although the Workflow Manager application cannot directly use any activity types you create, you can use them in custom extensions you create for the Workflow Manager system. Modify existing activity types to include the information you want to see in the record of that activity.

Prerequisite:

Open Configuration Manager and connect to your Workflow Manager database.

  1. In the Workflow Manager Configuration Manager, navigate to the Activity Types folder under Notifications.

    The list shows all the currently configured activity types. If no activity types exist, the list is blank.

  2. Right-click the folder and click Add Activity Type.

    The Activity Type Properties dialog box appears.

  3. Enter the basic information such as name and description.
  4. Enter the message using the appropriate dynamic properties (tokens).

    This is the descriptive information that will appear on the Job History tab in the client application.

  5. Click OK to save and close the dialog box.
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