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The following components will also be disabled in the Workflow Template Editor:

Synch Robot

Application Robot

Expression Robot

No restrictions have been put in place when users create application context templates that load workflow templates. Context Creators will be allowed to load the workflow templates containing expressions, even if they are not members of the site-level workflow administrators group.

For more information about these components, see the Workflow Template Administration help.

Workflow Iteration

Administering workflow templates is an iterative process. Like version-controlled objects, iterated objects are checked in and out of shared locations. However, unlike version-controlled objects, they cannot be revised. Instead, any change to an object creates a new and separate iteration when it is checked in. Earlier iterations, which may still be in use, are unchanged and unaffected by the new iteration. Only the latest iteration is available for new uses.

To make changes to a workflow template, you must check out a copy. Clicking Edit on the Workflow Template Administration page automatically checks out a copy of the selected template. While it is checked out, no one else can check out a copy, but processes can still be initiated based on the current template. When you have completed changes to the checked-out copy, you must save it and check it in to make it available to others. It then becomes the latest iteration. Running processes that use an earlier iteration continue to run, unaffected by the newer iteration.

Note

You cannot delete a checked-out workflow and you cannot perform undo checkout on a new workflow template. To delete a new workflow template, you must first check it in.

Testing an Edited Workflow Process Template

Under normal circumstances, when you initiate a process template, the latest iteration in the shared location is used; however, if you have the template checked out and stored in your personal cabinet, the working copy is used. This makes it possible to test a workflow process template before checking it in.

Understanding Workflow

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