Conﬁguring options for Operation and Steps

16.2.1 Conﬁguring options for Operation and Steps

For each Operation added to your Workﬂow, you can edit and specify values for the conﬁgurable options available for each operation. To do this, select the Step you wish to conﬁgure, and click View/Edit Options. To set the Workﬂow up so that the options are preconﬁgured and cannot be changed when the workﬂow is run, select Expose no options, then select the Operation options you want the workﬂow to use. To allow some or all or the options to be conﬁgured each time the workﬂow is run, select Expose all options or Expose some options. Exposed options can be presented in a number of ways as described below.

Optionally label exposed options as: Use this to group and label all the exposed options for this Workﬂow Step under a labelled section rather than mixing the options for this Step in with options from other Steps in the workﬂow.
Access exposed options via button: Rather than displaying all the options for this workﬂow Step in the top level options dialog, instead provide a button for the user to click on before showing the options for this Workﬂow Step.
Exposing options with dependencies: Some options have dependencies on other options. For example when a checkbox is oﬀ, another option may become disabled. If you choose to expose a subset of the options rather than all options, the dependencies between options will be discarded. For checkbox options that have an associated value, you will probably want to expose the associated value too. Often this associated value doesn’t have a label in the user interface so it will appear with its programmatic name immediately following the checkbox option in the drop down list of available options.

Note that for some Operations, not all options may be available when run in a Workﬂow. Some special Steps also have conﬁgurable options, which in some cases can also be exposed when the Workﬂow is running. For example, the Filter Documents Step can be exposed so that the user can set the Filter criteria when the Workﬂow is running.

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