Workflow Operation Procedures

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Operation Name

Description

Abort

Aborts the workflow process for specified process Id and adds comments as journal entry

AssignRole

Sets assignment for a workflow process role. Assignee Type should be based on Assignee Type constant. Process Id, Role Id, Assignee Id and Assignee Type should be provided

CompleteTask

Completes the specified work item. Work Item should be provided. Next Activity Id should be non-zero when next activity is user selected, otherwise zero. To Skip next activity, set SkipNextTask to true, otherwise false

Continue

Continues the workflow by completing the first assigned work item. It automatically picks the next activity Id. Clearance decision should be provided when available, otherwise empty string

CreateAdhocActivity

Creates Ad hoc Activity and Task for specified Ad hoc workflow process Id. Process Id, Task Name, Assignee Id, Assignee Type and Due Date should be provided. Assignee Type should be based on the Assignee Type constants. Returns Ad hoc Activity Id

CreateAdhocProcess

Create Ad hoc workflow process for a folder. Workflow process can be either for folder, for an item or for an attachment. Folder Id should be provided. Reference Id, Reference Name and Reference Type should be provided for item or attachment workflows. Returns ad hoc workflow process Id

DelegateTask

Delegates the work item to another assignee. Work Item Id, Assignee Id an Assignee Type should be provided. Assignee Type should be based on Assignee Type constants. Returns delegated task Id

DeleteTask

Deletes task. Work Item Id should be provided

GetConfiguredWorkflows

Returns the workflows configured for the case type in the office

GetCurrentActivities

Gets the list of in progress ProcessActivity objects for the specified workflow process Id

GetCurrentTasks

Gets the list of in progress WorkItem objects for the specified workflow process Id

GetProcessActivity

Gets the ProcessActivity object for the specified workflow process Id and activity Id. Process Id and Activity Id should be provided.

GetProcessRoles

Gets the list of dictionary of process role id and role name pairs

GetTaskById

Gets a WorkItem object for the specified task (work item) Id

IsLastActivity

Returns true if the specified activity Id is the last activity for the specified workflow process Id, otherwise returns false. Folder should be closed when it is last activity rather than completing the last activity

Resume

Resumes suspended workflow process adds comments as journal entry

SetActivityDueDate

Sets the planned due date for the specified activity and workflow process. Workflow process Id and activity Id should be provided. Due date should be set before tasks are created for the activity

SetActivityDueDays

Sets the due days for the specified activity and workflow process. Workflow process Id and activity Id should be provided. Due days should be set before tasks are created for the activity

StartWorkflow

Starts the workflow process. Folder Id and Workflow Id should be specified. If it is a item level or attachment level workflow then Reference Id, Reference Name and Reference Type should be specified, otherwise they should be set to empty strings. Reference Id should file GUID or record Id of item, Reference Name should be display name along with task name

Suspend

Suspends the workflow process and adds comments as journal entry

UpdateRoleAssignments

Updates the workflow process role assignments based on dynamic fields and assignment rules configuration for the specified workflow process Id