Your first step in setting up a workflow is creating the
workflow instance, or the primary action of the workflow. Then you
design and create your process with the properly ordered actions.
You either set the properties and attributes for actions as you
place them on the canvas, or you can wait until you've finished
laying out the entire process.
After completing the workflow layout, you need to assign an
event listener to the workflow, as well as any field mapping, if
applicable. Your workflow is ready to use once you've connected the
process to the event listener. See "Event
To set up a new workflow
In the Workflow explorer window, right-click
Workflows (or the folder where you want the new workflow to
Click New |
Type a name for the folder and press
Right-click the new folder and click New |
Type a name for the new workflow and press
Double-click the new workflow to display its editing
From the Actions toolbox, drag and drop the
first action onto the canvas.
Click, drag, and release to draw an arrow from the
workflow icon to the first action.
Drag any subsequent actions onto the canvas.
Draw arrows between each action to define their
order in the workflow.
When you are finished defining the workflow, click
Save on the toolbar.
Workflows always reside within a folder or subfolder.
You can create infinite levels of folders and subfolders to
organize your workflows.
To select an action on the canvas, click its icon.
When an action is selected, a green box frames its icon on the
canvas. If you do not see the green box, you may need to click the
action again to give it focus so you can define its
To move an action to a different position on the
canvas, click the action to select it. Then place the mouse pointer
just outside the green frame that highlights the icon and drag it
to a new position on the canvas.
To nest a workflow inside another, simply drag the
"child" workflow to the canvas of the "parent", as you would do
with any other action. Then click on the action or result you want
to launch the child workflow, and draw a directional arrow to the
As your workflow continues to grow, you can use the
Layout diagram, Zoom, or Fit diagram to screen
buttons on the toolbar to refresh the view. This can make it easier
to see the entire process, or to zoom in or out on parts of
Each time you add a new action, the workflow
automatically self-validates and reports any errors or missing
attributes in the window directly below the workflow canvas. You
can click the Stop/Resume error check button to toggle this
error checking on and off.