Newbie Workflow Questions

khalid1

I am a relatively new user to TeamSite in general and especially workflows. I had a couple of basic questions related to workflows.
1) When an author saves a DCR, is it possible to trigger a custom workflow which I have developed(Using the Workflow builder GUI). If so, what are the steps involved in configuring the workflow so that it automatically kicks off when a DCR is saved.
2) Is it possible to setup the workflows such that only certain users see the workflows I create. Seems like this feature is available in the workflow builder, but it doesn't work. While sending a workflow to the server, when I specify that only certains users should view this worklfow, then the workflow is not visible to anybody. Only when I specify that all the users who have a specific role (like Admin, or Author) can see the workflow , then the workflow is visible.
Thanks in advance for your help.

Migrateduser

For the first question, I'm not sure if this is possible via the new options you have in TS 5.5.x (I believe FormApi) but I've already seen a similar question in this forum.
For the second question, personally I do not use the workflow builder, but I know that in the available_templates.cfg file (usually found at $IWHOME/local/config/wft) which is an XML file, and if you follow the workflow manual, you will find a tag called something like <user_list> which allows you to define which users have access or not to a certain workflow, I.E.:
(extract of available_templates.cfg - I've omitted some unecessary information)
<template_file active="yes" name="Editor/Author workflow">
<command_list>
<command value="new_job">
</command>
<command include="no" value="all">
</command>
</command_list>
<user_list>
<user value="x91715" include="yes"/>
<user value="g56316" include="yes"/>
<user value="g57461" include="yes"/>
<user value="g59482" include="yes"/>
<user value="all" include="no"/>
</user_list>
<role_list>
<role value="editor" include="yes" allusers="no"/>
<role value="author" include="yes" allusers="no"/>
</role_list>
</template_file>

In the user_list tag, teamsite will try to find the current user (who launched a new job) and apply the first rule that he finds. That's why there's always the need to specify the
<user value="all" include="no"/> tag, like this, users which are not on the list will not given the option to chose this workflow.

As you can see there is also the <role_list> tag that allows you te give access to this template to a certain Teamsite role. If you look further in the manual, you'll see some other tags that control access. Hope this helps you.