This is similar to how you would graphically model a business process using Microsoft Visio. You can add, delete, and reposition workflow elements so that they precisely model the business processes you want to automate.
You can also add flow-controls, such as manual and automated decisions and parallel activities so you can create complex workflows that exactly model the business processes you want to automate. The following illustration outlines the areas of the workflow editor.
The workflow editor automatically saves a workflow as you are working on it without creating a new workflow version. However, when you close a workflow in the workflow editor, you have the option to save it and create a new version or to cancel it and discard the changes you have made. If the workflow is valid and contains no errors or warnings you can also activate it. You can only submit
documents to the active version of the workflow.
• Action Pane: The Action Pane that runs along the top of the workflow editor contains buttons you can use to navigate in the workflow, copy and paste workflow elements, and configure properties. To configure properties of the whole workflow, select the canvas. To configure properties of a specific workflow element, select that element.
• Workflow elements: This area contains the workflow elements you can add to the workflow that you are creating. To add elements, drag them from the Workflow elements area onto the canvas.
• Canvas: The canvas is the main area where you arrange the workflow elements. The flow of the business process you are modeling is indicated by connectors that join the elements. Some elements can contain other elements, that creates a parent-child relationship. For example, an approval element contains one or more approval steps, that are child elements of the parent approval element. If you double-click the approval element, you can add and configure the approval steps.
• Navigation bar: As mentioned, some workflow elements can contain child elements that must be configured. If you double-click the parent element, the child element will be displayed. Use the
navigation bar to navigate between parent and child elements.
• Errors and warnings pane: This pane is located at the bottom of the workflow editor. This pane displays error and warning messages that have been generated for the workflow. These errors and
warnings must be resolved before you can activate the workflow. To locate the element where an error or warning occurs, double-click the error or warning message.
Regards,
Hossein Karimi
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