Adding Workflow Capability to a Secondary or Custom Entity

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It is possible to take an existing entity,either one that you have added to the system or an existing table such as notes, and allow it to be workflowed. The technique below will be effective for both custom tables and existing system tables.

Using the Library table as an example
  1. Add a libr_workflowid column to the table. This should be done in the database and be datatype "integer".
  2. Update the meta data table "custom_tables" so the bord_workflowidfield is filled in for the Library table.
select * from custom_tables where bord_name='library'

update custom_tables
set bord_workflowidfield = 'libr_workflowid'
where bord_name='library'
  • Refresh the system Meta Data
  • The Library table should appear in your list of available tables when you add a new workflow rule.

Note: The screens for existing system entities do not check for workflow. Therefore this technique is only useful for entities that will either wholly or partially be managed by custom application extensions (ASP pages or .NET).