Upgrade Workflow Manager to 9.0.1

Use these upgrade instructions if you are:

  • Using a version of Workflow Manager older than 9.0.1

  • Upgrading to a version of Workflow Manager that is 9.0.1 or higher

These instructions are intended for GIS administrators who currently are in production with Workflow Manager and who want to upgrade to the most recent release of the ArcFM Solution. This document does not apply if you are not currently using Workflow Manager and will be implementing it with the most recent version of the ArcFM Solution (i.e., you are new to ArcFM and are starting with the most recent release). If this is the case, refer to Set Up Workflow Manager.

If you are upgrading your Process Framework, you may also need to use the Process Framework Database Upgrade tool.

Upgrade to 9.0.1

The following changes should be made to the Workflow Manager database on the Enterprise server (e.g., WorkflowManager.mdb) if you are using Mobile Designer. If you are not using Mobile Designer, the upgrades on this page are not necessary. No changes are required for the field Workflow Manager database when upgrading to 9.0.1 (e.g., Field WorkflowManager.mdb).


Add the following transitions on the Transitions tab. The value in the Transition field must appear exactly as shown below. You can enter any Transition Name and Description.

  • Demobilize Design


You will need to create the following tasks using the Process Framework Administration Tool. The Task Name must appear exactly as shown in bold below.

  • After Design Import

    Node Type: design

    Assign Subtasks: (in order as shown)

    • Approve Imported Design

    • Re-send Design to Field

  • Import Mobile Design Features

    Node Type: design

    Assign Subtasks: (in order as shown)

    • Is Mobile Solution enabled?

    • Is design locked?

    • Is design open?

    • Does user own work request or design node?

    • Import Mobile Features

  • Send Design To Current Field Owner

    Node Type: design

    Assign Subtasks: (in order as shown)

    • Send to Field

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