Instrument allows users to create a new object and initiate that object into a workflow using the 'Create' button from within a Tasks perspective. The object can be edited immediately, directly from the Tasks perspective in which the object was created. Review the Create Toolbar Button Setup topic to see what setup is required to use this button.
The 'Create' button will be disabled if any of the following scenarios are true:
-
One or more objects are selected within the table.
-
The details view is selected to view the objects.
-
The Tasks perspective filter does not include a workflow defined in the any of the 'object creation' actions in the Configuration tool. For additional information, refer to the Configuration Tool Actions topic.
-
User does not have privileges to create objects with the object type defined in the 'object creation' actions.
Using the Create Button
After clicking on the 'Create' button, the relevant object types will be listed in the dropdown. Relevant object types include object types that have an 'object creation' action that includes the same workflow defined for the Tasks perspective.
The objects created using the 'Create' button will immediately be shown below in the Tasks perspective. The columns can be populated by directly typing into each cell or selecting and dragging from another populated cell within the same column.
Workflow Execution Exception
The 'Create' button allows the user to both create an object and initiate it into a workflow. If the workflow has any trouble initiating any of the new objects for any reason, 'an exception occurred during workflow execution' message will be displayed, and not only will the object not be initiated into the workflow, but the object will not even be created.
