Workflow template change management offers several advanced options. For example, to solve issues related to project versions.

Designer (Data entry workflow) Designer (Data entry workflow) The Data entry workflow designer (DewDataEntryWorkflowDesigner): Enables the Data entry workflow setup. Designs and maintains data entry workflow templates. Manages data entry workflow template versions. Deploys data entry workflow templates. Start Start Initialize workflow template in environment Initialize workflow template in environment The main purpose of 'Get latest' on the Workflow template change management page is to initialize a change-controlled workflow template in the current environment. So, if a workflow template is not available in the current environment, you can select it from the list and make it available. Besides this, you can also use 'Get latest' in these cases: If in an environment, the current workflow template change set is not the latest change set, you can get the latest change set. As a result, the current workflow template change set is replaced with the latest change set. If you have checked out a workflow template and made changes in the current environment, you can undo these changes by doing Get latest. In this case, the checkout of the workflow template is also undone. Procedure 1. Go to Data entry workflow > Inquiries > Version management > Workflow template version management. 2. In the list, find and select the desired workflow template. 3. Click Get latest. 4. Click Yes. 5. Close the page. Restore workflow template change set Restore workflow template change set In an environment, you can restore another workflow template change set. As a result, the current workflow template change set is replaced with the selected change set. You can restore a workflow template change set for these reasons: To temporarily use it, for example, for reviewing or testing purposes or if the latest change set has issues. In this case, do not check out the workflow template when you restore it. To make it the basis for further design. In this case, check out the workflow template when you restore it. When you check in the workflow template, the restored change set becomes the latest change set. Procedure 1. Go to Data entry workflow > Inquiries > Version management > Workflow template version management. 2. In the list, find and select the desired data entry workflow template. 3. Click Restore change set. 4. In the list, find and select the desired change set. 5. Click OK and answer the questions as desired. 6. Close the page. Take over workflow template checkout Take over workflow template checkout If a workflow template is checked out in another environment, you can take over the checkout in the current environment. Only do so if, for some reason, the workflow template cannot be checked in in the other environment. As a result, the workflow template: Is blocked for changes in the other environment. Changes that are made in the other environment are undone. Is checked out in the current environment. Gets a provisional change set number in the current environment that is two higher than the latest change set. Example: The latest change set of a workflow template is '4'. When checked out in the other environment, it gets the provisional change set number '5' in the other environment. If you take over the workflow template in the current environment, it gets the provisional change set number '6' in the current environment. Procedure 1. Go to Data entry workflow > Inquiries > Version management > Workflow template version management. 2. In the list, find and select the desired workflow template. 3. Click Steal check out. 4. Click Yes. 5. Close the page. Repair workflow template check-in status on file storage Repair workflow template check-in status on file storage In unusual cases, the check-in/out status can get disturbed in the file storage. You can repair the status in the file storage, based on the workflow template change management table. Procedure 1. Go to Data entry workflow > Inquiries > Version management > Workflow template version management. 2. In the list, find and select the desired workflow template. 3. Click Fix check files. 4. Close the page. Repair header info in workflow template change set files Repair header info in workflow template change set files In unusual cases, the header information can get disturbed in the files on the file storage. You can repair the header information in the files on the file storage, based on the workflow template change management table. Procedure 1. Go to Data entry workflow > Inquiries > Version management > Workflow template version management. 2. In the list, find and select the desired workflow template. 3. Click Fix header info. 4. Close the page. End End

Activities

Name Responsible Description

Initialize workflow template in environment

Designer (Data entry workflow)

The main purpose of 'Get latest' on the Workflow template change management page is to initialize a change-controlled workflow template in the current environment. So, if a workflow template is not available in the current environment, you can select it from the list and make it available.
Besides this, you can also use 'Get latest' in these cases:

  • If in an environment, the current workflow template change set is not the latest change set, you can get the latest change set. As a result, the current workflow template change set is replaced with the latest change set.
  • If you have checked out a workflow template and made changes in the current environment, you can undo these changes by doing Get latest. In this case, the checkout of the workflow template is also undone.

Restore workflow template change set

Designer (Data entry workflow)

In an environment, you can restore another workflow template change set. As a result, the current workflow template change set is replaced with the selected change set.
You can restore a workflow template change set for these reasons:

  • To temporarily use it, for example, for reviewing or testing purposes or if the latest change set has issues. In this case, do not check out the workflow template when you restore it.
  • To make it the basis for further design. In this case, check out the workflow template when you restore it. When you check in the workflow template, the restored change set becomes the latest change set.

Take over workflow template checkout

Designer (Data entry workflow)

If a workflow template is checked out in another environment, you can take over the checkout in the current environment. Only do so if, for some reason, the workflow template cannot be checked in in the other environment.
As a result, the workflow template:

  • Is blocked for changes in the other environment.
  • Changes that are made in the other environment are undone.
  • Is checked out in the current environment.
  • Gets a provisional change set number in the current environment that is two higher than the latest change set. Example: The latest change set of a workflow template is '4'. When checked out in the other environment, it gets the provisional change set number '5' in the other environment. If you take over the workflow template in the current environment, it gets the provisional change set number '6' in the current environment.

Repair workflow template check-in status on file storage

Designer (Data entry workflow)

In unusual cases, the check-in/out status can get disturbed in the file storage. You can repair the status in the file storage, based on the workflow template change management table.

Repair header info in workflow template change set files

Designer (Data entry workflow)

In unusual cases, the header information can get disturbed in the files on the file storage. You can repair the header information in the files on the file storage, based on the workflow template change management table.

Activities

Name Responsible Description

Initialize workflow template in environment

Designer (Data entry workflow)

The main purpose of 'Get latest' on the Workflow template change management page is to initialize a change-controlled workflow template in the current environment. So, if a workflow template is not available in the current environment, you can select it from the list and make it available.
Besides this, you can also use 'Get latest' in these cases:

  • If in an environment, the current workflow template change set is not the latest change set, you can get the latest change set. As a result, the current workflow template change set is replaced with the latest change set.
  • If you have checked out a workflow template and made changes in the current environment, you can undo these changes by doing Get latest. In this case, the checkout of the workflow template is also undone.

Restore workflow template change set

Designer (Data entry workflow)

In an environment, you can restore another workflow template change set. As a result, the current workflow template change set is replaced with the selected change set.
You can restore a workflow template change set for these reasons:

  • To temporarily use it, for example, for reviewing or testing purposes or if the latest change set has issues. In this case, do not check out the workflow template when you restore it.
  • To make it the basis for further design. In this case, check out the workflow template when you restore it. When you check in the workflow template, the restored change set becomes the latest change set.

Take over workflow template checkout

Designer (Data entry workflow)

If a workflow template is checked out in another environment, you can take over the checkout in the current environment. Only do so if, for some reason, the workflow template cannot be checked in in the other environment.
As a result, the workflow template:

  • Is blocked for changes in the other environment.
  • Changes that are made in the other environment are undone.
  • Is checked out in the current environment.
  • Gets a provisional change set number in the current environment that is two higher than the latest change set. Example: The latest change set of a workflow template is '4'. When checked out in the other environment, it gets the provisional change set number '5' in the other environment. If you take over the workflow template in the current environment, it gets the provisional change set number '6' in the current environment.

Repair workflow template check-in status on file storage

Designer (Data entry workflow)

In unusual cases, the check-in/out status can get disturbed in the file storage. You can repair the status in the file storage, based on the workflow template change management table.

Repair header info in workflow template change set files

Designer (Data entry workflow)

In unusual cases, the header information can get disturbed in the files on the file storage. You can repair the header information in the files on the file storage, based on the workflow template change management table.

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