Friday, July 27, 2018

Opening the Workflow Editor

You open the workflow editor when you create a new workflow or modify an
existing workflow.


1. Open the module you want to work in, and then click
Setup > Workflows.

2. In the
Workflows list page for that module, use one of the following procedures.

To open the workflow editor to create a new workflow, follow these steps:


1. Click
New.

2. In the
Create workflow form, select the workflow type you want to create, and then click Create workflow. The workflow editor opens displaying only the Start element and the End element on the canvas.

To open the workflow editor to modify a workflow, follow these steps:


1. In the
Workflows list, select the workflow you want to modify.

2. Click
Edit. The workflow editor opens displaying the workflow elements that have been modeled for the workflow. You can modify the workflow by adding or deleting workflow elements or by
changing the properties for any elements. The workflow editor automatically saves the modified workflow as a new version and keeps the other version unchanged.


Regards,
Hossein Karimi

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