Any worksheets in the ExcelServer report could be added a Workflow. A Workflow must include all the sequential processes (tasks), involved performers, and related deadlines
Steps :
1. Selecting "Create New" or "Open" a Template, "Workflow" item will be seen in the menu.
2. Click "Workflow"
Process Name: Workflow name.
Process Description: Current Workflow Description.
After input the "Name" and "Descriptions", click "OK" to start the Workflow design procedures.
3. In Workflow design environment
There is a new 'worksheet' named "workflow". On this new sheet, there is a tool box named "Workflow Design".
4. New Task
Click "New Task" on the tool box.
(1) Task Information:
Task Name: the name of the new task.
Description: new task description
"Start Task" -- if this is chosen, this task would be the start task for the entire workflow. As a rule in Excel Server 2004, all Workflow must have an start task.
"Save data after submit" -- if it is chosen, this task would be saved into the database after its submission. User could find it at "My Workbench" --> "Report Data" .
Deadline:
Time out after -- it indicates the time of the deadline, and the task name would turn to red color in the task performer's "Work Items" list.
When timeout goto -- if it is chosen, the Workflow would go to the defined stage once the deadline is reached.
(2) Authorities
Click "Select..." from the "Work Section":
Switching to the "Sheet 1" of the worksheet, and select intended cells and/or area. Once it is finished, click "OK".
Who can perform the task:
(3) Following Tasks
Automatically listing the following tasks.
5. New Flow
Click "Workflow Design" --> "New Flow", and sequentially click the start task and following tasks:
Input Conditions:
(1) "Always Processing"
(2) "Processing when:"
Click "Processing When:
All data fields on the worksheet are shown on a pop-up window named "Input Conditions". They can be used to set various structural expressions with all available logical operators.
6. Build A Complete Task Workflow Diagram
To build a complete task workflow diagram, users may use or reuse the above Workflow design steps repeatedly.
Note: "Workflow" worksheet is not shown at the stage of Fill Report.