To take advantage of this template—or any other workflow template you have downloaded—you can deploy it globally by logging into Novell Teaming as an administrator, selecting Site Administration under the Manage tab and selecting Form and View Designers. From within the Form and View Designers window, select Import on the navigation bar, browse to the location where you downloaded the zipped workflow template and click OK.
To import a workflow into a local team workspace or folder, the process is very similar. Users simply navigate to the workspace or folder where they want the workflow to run—and one to which they have sufficient rights—and then select Form and View Designers under the Manage tab, select Import on the navigation bar, browse to the zipped workflow template and click OK. (See Figure 2.) and (See Figure 3.)
Although the import is fast and very easy, you will likely need to make some modifications to the workflow or its form definitions to properly run it in your environment. The modifications might be as basic as changing the way the workflow forms or entry fields look to specifying what users may participate in the different states of the workflow. These modifications and customizations are done from within the Form and View Designers window. The Novell Cool Solutions article titled Deployment Instructions Teaming 2 provides more details on how to deploy and customize the workflow templates available in the Novell Teaming Library.
Once you’ve customized your workflow, you simply need to enable it to work. To do this, navigate to the workspace or folder where you deployed the workflow and select Configure from the Manage tab. When the Configure Default Settings window displays, go to the Workflow Associations section. Here you can select the workflow to be automatically associated with the entries in this folder. Creating an association here will cause the specified workflow to start automatically when any entry is added to the folder. From the Allowed Workflows section in the same window, you can select the workflows that you want to make available for the folder; this setting defines the workflows that can be manually started at any time after the entry is created. For example, you might want to start a Document Review workflow on an entry when it is ready to be reviewed.
There are currently more than twenty workflows in the Novell Teaming Library and the list continues to grow. To help grow the library of workflows even further, Novell invites you to contribute your own workflows or suggestions for workflows by sending it in an e-mail to email@example.com.
Workflow Enhancement and Management
Novell Teaming 2 introduces a powerful new workflow feature that provides the ability to integrate workflows with third-party systems such as SAP, SalesForce.com or an Asterisk server. To extend a workflow in this manner, from within Form and View Designers, you can define a custom action on an On Entry or On Exit field of the workflow.
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This custom action can call a custom Java class to perform specific developer-defined actions as the workflow transitions in to or out of any specific state. This includes the ability to talk to, pass data to, launch or receive data from external workflows.
Whether you deploy basic workflows or advanced workflows that integrate with other systems, Novell Teaming 2 lets you and your teams easily monitor and manage your workflows through custom workflow dashboards. These workflow dashboards present authorized workflow participants or managers with a summary view of the current state of their in-process workflows. For instance, dashboards can let help desk managers see at a glance how many trouble tickets are in the queue, how long have tickets been waiting to be assigned or how many have been resolved.
While Novell Teaming generally enables more efficient business, its workflow tools, templates, forms and customization capabilities enable faster, easier creation of streamlined and automated business processes that can help you and your team members innovate and be even more productive than ever before.