Add and configure workflow linked documents

Before you begin

Tip:
  • Mobile-sized Task List only: To view Microsoft Office 2007 and later documents inside an Internet Explorer browser window, add a registry patch.
  • Web Task List only: To open embedded documents, set the URI for each link to an absolute path, save documents in a folder on a server, and give the folder share permissions.
Prerequisites
Add a resource to the workflow model

Procedure

  1. In the navigator, click Workflow.
  2. In the Folders list, select a resource type, such as Workflows, Subprocesses, Schedules, User Activities, Categories, Completion Codes, Faults, or Filters.
  3. In the resource type list, select a resource.
  4. In the Displays panel, click Workflow Management > Workflow Editor.
  5. Click the Workflow Editor tab.
  6. From the workflow configuration panel, click the Task Details tab.
  7. In the Linked Documents area, click Add.
  8. In the Name field, enter a unique name for the file or web site you are attaching.
    The default entry is LinkedDocument1, and so on.
  9. In the URL/UNC Text field, enter the text that will be displayed to the user when the task is running.
  10. In the URL/UNC field:
    • Click the ellipsis button to open the Browse window to attach a document.
    • Enter the absolute path or full web site address for the document you are attaching.
  11. In the Visible field, click the first arrow, and then select either True or False.
  12. If required, create an expression or perform a bind to set parameter values.
  13. To view the document or web site, click Preview.
  14. Click Save.