Deploying Workflow Definitions
After you clone and customize workflow definitions, you deploy them by linking them to workflows. You can link multiple workflow definitions to the same workflow. The most recently linked workflow definition is the Current Workflow Definition, and is used for new records. After workflow definitions are deployed, the previously deployed Current Workflow Definition is modified to read-only.
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In the Current Workflow Definition, only name and access control changes to associated state transitions are supported. You cannot add, delete, or modify states or transitions, activate or deactivate states or transitions, or change any of their associated fields. For performance reasons, there are limits on the maximum number of workflow definitions that you can deploy. The default value is 4, and you can modify this value in the Maximum Workflow Versions field in the currently active System Setting record.
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To deploy workflow definitions:
1. In Max Designer, on the Process Management (
) launchpad menu, click Workflow Definitions, and then in the list view, click the workflow definition you want to deploy.
) launchpad menu, click Workflow Definitions, and then in the list view, click the workflow definition you want to deploy.2. On the record page, in the Workflow field, select the workflow for an object, and then in the top left corner, click Save and Close (
).
).3. On the Development Actions (
) launchpad menu, click Synchronize.
) launchpad menu, click Synchronize.| | • After you deploy a new Workflow Definition for the Appointment object, all new Appointments use the new workflow. Existing Appointments use the previous Workflow Definition version until completion. If technicians in your organization using ServiceMax Go use the Appointment status transition workflow to change Appointment status values, they must run a metadata update to download the new Workflow Definition after deployment. Inactive Workflow State and Workflow Transition records are included in the downloaded metadata. Be aware that multiple Workflow Definitions are not supported on ServiceMax Go. • In some cases, inactive Workflow Definition, Workflow State, and Workflow Transition records can be treated as currently active in Service Board. Users can still create records or change Status field values in existing records by using inactive Current Workflow Definition records. Additionally, records can be set to Status field values related to inactive Workflow State records or updated to Status field values related to inactive Workflow Transition records. Therefore, to deactivate Workflow Status or Workflow Transition records, you must delete the related records from all related Current Workflow Definition records, whether active or inactive. |
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