Workflow Manager System Settings

This topic applies to ArcEditor and ArcInfo only.

Workflow Manager provides many ways to customize the functionality and look of the client application. To view the System Settings for Workflow Manager, from the Administrator's Settings menu, choose Workflow Manager System Settings. The tabs and the behavior they control are discussed below in detail.

General settings

General application settings enforce how the application will behave in specific situations related to job assignment and status, area of interest, version management, and transaction management. For more information on the status assignment options, see Status Types.

Job settings

Auto assign job based on step assignment	During workflow execution, if a step that is reached is assigned to a user that is not the current user, the job will be reassigned to match the step assignment. If the step is assigned to a group that the current user is not a member of, the job will be reassigned to match the step assignment.
Use automatic status assignment	The job's status will be managed by Workflow Manager based on the stage of the job. Created: Job is created, but the workflow is not committed (still available for editing). Ready to Work: Job is created, and the workflow is ready for execution. Working: Steps in the workflow are being executed. Done Working: All the steps in the workflow have been executed. Closed: The job is not available for workflow execution or property updates.
Use step status assignment	With this option, if a status type is associated with a step in a job's workflow, the job's status will update to match the status when the step is reached.
Start JOB IDs at Value	Workflow Manager will add this value to the automatically assigned Job ID of created jobs.

Job settings in detail

User authentication

This feature allows Workflow Manager to authenticate users against domain when enabled.

Administration

When enabled, this setting will ask the user to enter a password for the owner of the versions attempting to be deleted.

Application tabs

If the check mark next to the tab's name is unchecked, the tab will not be displayed in the client application.

Notifications

If you are choosing to use the built-in notification engine for Workflow Manager, you will need to configure the name of your SMTP server on this tab. This will be used by all the Workflow Manager client machines to send outgoing notification e-mail messages.

SMTP Server	The name of your SMTP server for sending outgoing messages.
Plain Text Notifications	The text in the notification type message will not contain special formatting.
HTML Notifications	HTML tags contained within the message of the notification type will be resolved when sending the message.
Default Sender Email	If the notification type does not have a designated sender, the e-mail entered here will be used.
Default Sender Display Name	If the notification type does not have a designated sender display name, the e-mail entered here will be used.

Notification settings details

Spatial notification settings allows you to send notifications when users post using the Workflow Manager post. Only users that have layers registered for notification at 9.3 or 9.3.1 need to use this setting. This does not apply to users that are using geodatabase archiving for spatial notification. For more information on spatial notification see, Spatial Notification.

Map views

Job Result Map View

Show Map View Tab—Unchecking this box will turn the Map View tab off in the client application. You can select an existing map from the Workflow Manager repository that you want to have shown in the Map View tab.

You can configure a map document with the AOI symbology that you want to have and display that to your users in the query results map view.

AOI Map View

Zoom to Job AOI	This will automatically zoom to the AOI of the job when the AOI tab is activated.
AOI Selection Color	The current job's AOI will be highlighted in the AOI tab using the color selected here.
Restore	Restores the AOI selection back to red.

Change the color used to highlight the job's AOI from the Map Views System Settings tab.

Workflow settings

Workflow settings allow you to control the behavior and presentation of your workflows in the client application.

Options

Show step IDs on workflow	When enabled, the unique ID for the steps in the workflow will be displayed to the user.
Confirm procedural step completion	When enabled, the user will be asked to confirm that they want to mark the current procedural step as complete.
Auto close jobs when workflow complete	When enabled, the job will be closed after the last step in the workflow has been marked as complete.
Auto commit job workflows	When enabled, workflows will automatically be ready for execution when the job is created. When disabled, workflows are in an editable state when the job is created.
Require procedural steps to be marked as started	When enabled, users will have to mark procedural steps as started before being able to mark them as complete.

Basic workflow setting options

Selected Step Symbology

Fill Color	Represents the color of the fill of the active step in the workflow
Outline Color	Represents the color of the outline of the active step in the workflow
Outline Width	Represents the width of the outline of the active step in the workflow
Text Color	Represents the color of the text of the active step in the workflow
Restore Defaults	Restores the default active step representation: yellow fill with black outline and text

Selected step symbology details

Note:

Disabling any of the options will not change that parameter on the active step.

You can control how the active step is represented in the workflows.

Area Of Interest

AOI Overlapping

Use these settings to control if and how the areas of interest (AOIs) for your jobs are allowed to overlap.

Allow	Any job AOI can overlap another job's AOI.
Disallow	No AOI can overlap any other AOI in the system.
Disallow by Job Type	AOIs for jobs of the same job type cannot overlap each other.

AOI Overlapping settings in detail

Note:

Jobs that are closed are not considered when evaluating for overlap.

AOI Edit Extension

Use these settings to further restrict user access to data in the job's area of interest. There are three options available to you.

• Warn users when selecting features completely outside the job AOI.
• Prevent users from selecting features completely outside the job AOI.
• Allow edits to features completely outside the job AOI.

Operator controls what behavior the above rules will be applied to.

• Completely Outside—This will apply the rules above to edit operations happening to features that are entirely outside the job's area of interest. This operator will ignore features that touch the AOI boundary; this will be considered to be within the AOI.
• Outside—This will apply the rules above to edit operations happening to features that are within the job's area of interest and also features that touch the AOI.