Setting up a workflow

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 listeners".

To set up a new workflow
  1. In the Workflow explorer window, right-click Workflows (or the folder where you want the new workflow to reside).
  2. Click New | Folder.
  3. Type a name for the folder and press Enter.
  4. Right-click the new folder and click New | Workflow.
  5. Type a name for the new workflow and press Enter.
  6. Double-click the new workflow to display its editing canvas.
  7. From the Actions toolbox, drag and drop the first action onto the canvas.
  8. Click, drag, and release to draw an arrow from the workflow icon to the first action.
  9. Drag any subsequent actions onto the canvas.
  10. Draw arrows between each action to define their order in the workflow.
  11. Click on each action and set its corresponding properties in the Attributes window. See "Configuring attributes".
  12. When you are finished defining the workflow, click Save on the toolbar.