Creating a Workflow

The Workflow Designer is a "What you see is what you get" or WYSIWYG design tool. It allows you to design your workflows graphically and then run them using the same graphical representation to track progress.

The Workflow Designer runs using HTML5. So, it can be run in most mainstream browsers, such as Google Chrome, Firefox, Internet Explorer, and Safari.

Once you have created your new workflow definition you can access the Workflow Designer from the Graph sub-tab.

If there is no workflow design for the current workflow definition, then the Click to Create Graph option is displayed:

However, if a workflow design already exists, a number of options are displayed:

Version:If more than one version of a workflow exists, you can select the version from the list and view that version of the workflow in the canvas. You can move nodes around, but you cannot edit the workflow.

Edit: Clicking on the Edit link, will load the Workflow Designer in edit mode for the currently selected version.

Edit Layout: Clicking on the Edit Layoutlink will load the Workflow Designer in edit layout mode. In this mode you can only change the layout of the workflow and not the structure.