Workflow Containers

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Workflow containers are used as a collection of related workflow components and configurations. The contents of each container are isolated from other containers, allowing the creation of a focused product.

If some content is meant to be available for more than one product, common containers can be created and shared to other containers. This makes much of the content available to the receiver containers.

Workflow containers can have versions based on a specific effective date. When a new version comes into effect, it can apply overrides to formulas, data tables, and even field behaviors.

Warning: Though not enforced through the UI, each individual Workflow Container can only contain a single Step workflow , as having more than one causes unintentional system behaviors. Multiple Tabbed workflows are, however, supported.

Note that when using Shared Containers, only the Step workflow contained within the "receiver" container is published. The publishing process disregards the Step workflow contained within the workflow that is being shared down.

Navigating Workflow Containers

Each workflow container has multiple screens of information, accessed through the Workflow Container Menu widget to the left of the page. The widget becomes available on opening an existing workflow container or completing and saving the Workflow Container information for a new container.

Workflow Container Menu
General Information	Opens the core Workflow Container page to manage details of the container itself.
Workflow Management	This option expands to provide access to the workflow components options.
Fields	Opens the Fields list to manage field configurations. See the Managing Fields section.
Panels	Opens the Panels list to manage panel configurations. See the Managing Panels section.
Grids	Opens the Grids list to manage grid configurations. See the Managing Grids section.
Screens	Opens the Screens list to manage screen configurations. See the Managing Screens section.
Custom Events	Opens the Custom Events list to manage custom workflow events. See the Managing Custom Events section.
	Note: Though accessible from all Workflow Containers, the Custom Events functionality is currently only supported for Workflow Containers have Claims assigned as their Functional Area.
Workflows	Opens the Workflows list to manage workflow configurations. See the Managing Workflows section.
Rules	This option expands to provide access to the rules components options.
Triggers	Opens the Triggers list to manage trigger configurations. See the Managing Triggers section.
Field Evaluation Rules	Opens the Field Evaluation Rules list to manage evaluation rules. See the Managing Field Evaluation Rules section.
Shared Containers	Opens the Shared Containers list to manage sharing between workflow containers. See the Managing Shared Containers section.
Integrations	Opens the Integration Configurations list to manage integrations between systems. See the Managing Integration Configurations section.
Lookups	This option expands to provide access to the lookups components options.
Data Tables	Opens the Data Tables list to manage data tables. See the Managing Data Tables section.
Data Sources	Opens the Data Source Configurations list to manage data sources. See the Managing Data Sources section.
Option Lists	Opens the Option Lists list to manage option lists. See the Managing Option Lists section.
Versions	Opens the Workflow Container Versions list to manage container versions. See the Managing Versions section.

Workflow Container Info
Name	Displays the Name of the Workflow Container.
Functional Area	Displays the Functional Area of the Workflow Container, out of the following possibilities.
	Common Client Policy Claims
Version Name	Displays the current Version Name of the Workflow Container.
Workflow Container Type	Displays the Workflow Container Type, out of the following possibilities.
	Custom Standard

Common Screens

Event Tracking

The Event Tracking feature provides a report of all events for the current Workflow Container. This includes the publishing of a Workflow, as well as the Export and Import events.

Each individual event can be opened to view a breakdown of the operations involved in processing the event. For more information, see the Full Event Tracking Report section

Managing Workflow Containers

In the main menu, select Product Design, then Workflow Containers. The Workflow Containers page opens with a list of all available containers.

Some columns have been hidden.

If there are a large number of available containers, see the Using Grids section for help on finding the appropriate containers.

Select an action.

Click a link in the Name column to view an existing workflow container.
Click Add to add a new workflow container.
Check the boxes for one or more workflow containers and click Deactivate to disable the selected containers. A container can also be deactivated from the Workflow Container page. Inactive containers will still be functional in existing configurations, but cannot be selected for new configurations.

On viewing or creating a container, the Workflow Container page opens.
The panels and fields are described below. Fields marked with a red asterisk * are required.

Name	Enter the name of the workflow container. This is the configuration name, used to select this container in other configurations. This name does not appear in the workflow itself.
Code	This is an internal reference name. A code can be entered manually, or leave the field blank to have the system generate a code on saving.
Functional Area	Select what areas of the system will be using this workflow container and its associated resources. This selection also determines which standard containers will be automatically shared to the current container.
Common	The resources will be available across all areas.
Policy	Exclusive to the policy submissions module.
Claims	Exclusive to the claims module.
Description	A description can be provided for the workflow container. This information is only displayed here and in the Workflow Containers list.

The Status panel becomes available once the workflow container has been saved.

Active	Marks the workflow container as active and available for use. Inactive containers will still be functional in existing configurations, but cannot be selected for new configurations.
Created By	Identifies the date and time the workflow container was created, and the user who created it.
Last Modified By	Identifies the last date and time the workflow container was changed, and the user who made the changes.

Select an action.

Click Save to save the workflow container and remain on the page.
Click Save & Close to save the container and return to the Workflow Containers list.
Click Close to return to the Workflow Containers list without saving the container.