Create edit-object workflow

Introduction

In previous tutorials, you already learn how to create add-object workflow and also how to create a button to trigger the workflow.

In this tutorial, you will continue to define a edit-object workflow called "Edit book."

This edit action, as well as add and delete, are the fundamental functions that any application should be able to do.

Guide

• Step 1. In Casewhere Admin site, navigate to Workflow Definition

• Step 2. Click Create button

The Create New Workflow definition dialog will appear

• Step 3. Config General setting tab as below

Field name	Actions
Name	Fill in "Edit book"
Display Name	Fill in "Edit book"
Used For Creating New Cases	Make sure this field is uncheck ☐
Accept Input	☑
Require Input	☑
Window Size	Select Medium

• Step 4. Switch to Data classes tab

Click Select data classes drop-down, and select "CwBook"

Click Save

• Step 5. Edit Workflow Definition: Edit book dialog will display

Drag and drop Form activity definitions from Add Activity Definitions panel to the Step 1 container

• Step 6: Create Activity Definition: Form will show up.

Field name	Actions
Name	Fill in "Edit book"
Display Name	Fill in "Edit book"

• Step 7. Click Add button to open the Add Data source dialog.

Field name	Actions
Data Class	Select "CwBook"
Name	CwBook
Reference Type field	Select "Single Object"
Reference To	Select "Existing Object"
Data context	Input

Click Save

• Step 8. Drag and drop these fields into form canvas:
  • Title
  • Genre
  • Price
  • PurchaseDate

After drag and drop all 4 fields as show below, click on Save & Close.

• Step 9. Create a button to trigger the workflow

Follow this guide to create and test a button to make "Edit book" button

• Step 10. Reload your page to see the button on-live

Good job! You are ready to move to the next step - Create delete-object workflow