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Add and translate stages

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Add and translate stages

You can add default stages to use for a table, and stages to existing workflow

Add default stages for a table

You can assign a stage set as a default set to any number of tables.

About this task

The stages in the assigned stage set pre-fill the workflow version stages when you create a new workflow for the associated table.

Procedure

  1. Navigate to Workflow > Default Stages (by table).
  2. Click New.
  3. Select a stage Set.
    You can create a new set by clicking New, typing a name, and clicking Submit.
  4. Select a corresponding Table.
  5. Click Submit.

    The stages in the selected stage set are automatically added to any new workflows that use the corresponding table.

Add a stage to an existing workflow

If a stage required for a workflow has not been imported or is not in the stage set assigned to the workflow table, you can add it to the workflow manually.

  1. Navigate to Workflow > Workflow Editor.
  2. Open and check out the workflow.
  3. In the title bar, click the menu icon and select Edit Stages.
  4. In the Workflow Stages list, click New.
  5. On the Workflow Stage form, fill in the fields as appropriate.

    Do not use a Name or Value field value that already exists in the base system.

    Table 1. Workflow stage fields
    Field Description
    Name The name of the stage as it appears in workflow fields.
    Value The value of the stage when it is referenced from elsewhere in the system, such as in a script.
    Duration The default duration for the stage. Currently not used.
  6. Click Submit.
  7. Publish the workflow.

Add a stage to a workflow activity

After stages are added to a workflow, you can assign them to the workflow activities.

  1. Navigate to Workflow > Workflow Editor.
  2. Open and check out the workflow.
  3. Double-click the activity.
  4. In the Stage field on the Activity Properties form, find and select the stage to display when the workflow reaches the activity.
  5. Click Update.

Translate workflow stages

You can provide translations for workflow stage names so the names appear in the language selected for the instance.

Before you begin

The instance must already have Internationalization support installed.

About this task

Language-specific text appears in workflow fields displayed in a list, workflow stage sets, and the Workflow Editor for users with that language selected. Language-specific text does not automatically appear when displaying stages on a form. To translate stages on a form, add translated text to the workflow field choices.

You can add translated text for any language enabled on the instance. For example, to translate workflow stages into French:

Procedure

  1. Set the interface language to French.
  2. Navigate to Workflow > Workflow Editor.
  3. Open and check out a workflow.
  4. In the title bar, click the menu icon and select Edit Stages.
  5. Edit the Name field for each stage and enter the text to display to French users.

    Do not change the Value field.

  6. Confirm that the workflow stages display the French text.

Result

Alternatively, to translate stages for multiple workflows at once, you can directly edit the Workflow Stages [wf_stage] table. For example, to translate workflow stages from multiple workflows into French:
  1. Set the interface language to French.
  2. In the application navigation filter, enter wf_stage.list.
  3. Edit the Name field for each stage and enter the text to display to French users. Do not change the Value field.

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