Configuring a New Workflow on the Server

The following procedure assumes that the workflows for the pre-configured hosted applications have already been configured during installation. In addition, the procedure assumes that, during installation, WorkflowsMaster, WorkflowStepsMaster, and AgentWorkflowACL have been updated for the pre-configured hosted applications.

A CCF administrator must complete all server-side workflow configuration steps.


To configure a new workflow

  1. In SQL Management Studio, connect to the SQL server,CCFSQL.
  2. Open the CcfInfrastructure table, and then open the WorkflowsMaster table.
  3. In the Name column, type the name of the workflow. This name will be displayed in the agent’s Current Workflow list box.
  4. Type a description of the workflow in the Description column.
  5. In the IsForcedWorkflow column, set the Non-forced workflow value to False, and set the Forced workflow value to True.
  6. Click Run. Note the value in the WorkflowID column for the newly entered row. To complete the configuration, you need to add steps to the WorkflowStepsMaster table.

To add steps into the WorkflowStepsMaster table

  1. Open the CcfInfrastructure table, and then open the Application table.
  2. Choose an application that is to be the first step of the newly added workflow. Write down the value in the ApplicationID column for that application; you will need it in step 8.
  3. In the CcfInfrastructure table, open the WorkflowStepsMaster table.
  4. In the WorkflowID column, type the workflow ID that you obtained when you configured the workflow.
  5. In the Name column, type a name for this workflow step. This name will be listed in the agent’s Current Workflow list box.
  6. Type a description of this step in the Description column.
  7. To allow applications to initiate an action for this step, type the name of the action in the WorkflowAction column.
  8. In the ApplicationID column, type the application ID that you obtained in step 2.

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