Programming Guide › Customizing Business Flows › How to Customize Workflow Processes

How to Customize Workflow Processes

The product implements each item in a workflow by creating a job based on a Workpoint process. Create a customized Workpoint process to customize the behavior of each item.

In the Portal, map a set of processes to each workflow. You can then apply this set of customized processes to workflows.

Follow these steps:

1. In Workpoint Designer, clone and modify the default Workpoint processes you want to change.

   Each process implements a single type of task. The following process-level field identifies the CA GovernanceMinder task context associated with a Workpoint process:

   Implements

   Specifies the workflow task that a Workpoint process implements. The product creates a task context that exposes parameters and interactions relevant to the task.

   Note: The value of this parameter defines the only task to which you can map the process. To ensure correct mapping of this parameter and other parameters, base your new process on a copy of the standard process for the task.

2. In the Portal, go to Administration, Settings, Workpoint DB Administration and update the Workpoint processes in the database.
3. Create a new process mapping for the workflow.
4. Implement the new process mapping as follows:
   • For the entire CA GovernanceMinder server, make the custom process mapping the default for all workflows of this type in your deployment.
   • For a universe, make the custom process mapping the default for all workflows of this type that are based on the universe.
   • For an individual workflow, specify the custom process mapping when you create a workflow. For example, you can override the default process mapping when you create a certification.