Using workflow explorer

Use the workflow explorer to set up and organize your workflow processes. The workflow explorer enables you to create, store, and categorize your workflows according to what makes most sense for your system.

The workflow explorer allows an infinite number of levels containing folders, subfolders, and workflows. It allows you to add, rename, delete, or move folders and workflows at any time, using familiar drag and drop functionality. You can also verify and set permissions for individual workflows. See "Setting workflow permissions".

Conceptually, each workflow in the folder structure represents an entire workflow. It also serves as an intermediary component between an event listener and a process. When designing or editing a process, you launch the canvas by double-clicking a workflow from the workflow explorer.

When designing a new process, you can drag existing workflows from the workflow explorer onto the canvas. In this instance, you can "nest" the secondary workflow node as a sub-process of the current workflow.

To create a new workflow structure
  1. Right-click any empty area in the workflow explorer, or click the location or level where you want the new workflow or folder to be placed.
  2. Select New.
  3. Select Folder or Workflow. The new folder or workflow appears at the level you selected, in the workflow explorer.
  4. Type a name for the folder or workflow.
  5. Press Enter or click in an empty area of the workflow explorer.