Workflow Builder Functions 

Use

You need these functions for the following activities:

Features

If not otherwise specified, you will find these entries in the context menu of a selected node.

Block operations: Cut, copy, paste, delete

The functions always refer to the complete block in which the selected node is located, including all subordinate blocks in the hierarchy. Therefore, always consider the scope of a block. Loops and forks, in particular, can cover large sections of your workflow definition. If necessary, choose Graphic ® Blocks ® Show to see which steps are in the block.

You can only change or delete an outcome in the step definition of the preceding step. If you choose Change for an outcome, only the name is changed.

Functions for changing, creating and displaying a step

If you choose Change or Display, you branch to the step definition.

If you want to change the step type of the step, you must delete the old step and insert a new step of the desired step type. To change an undefined step into another step type, select the undefined step by double-clicking and choose the new step type.

For further information, refer to Creating Steps.

Inserting Multistep Tasks

The workflow definition of the chosen multistep task is inserted into the current workflow definition at the selected point. Triggering events of the inserted workflow are not transferred. Choose Edit ® Insert multistep task.

Undoing changes

You can undo up to ten changes. Select and in the list the action up to which you want to undo changes.

Restoring changes

You can restore changes that have been undone. Select .

Where-used list

The Workflow Builder has two where-used lists:

Processing objects in the object area

You can display the object definition for all objects displayed in the object area. If you are in change mode, you can process all objects except the workflow system variables in the workflow container. For further information on processing container elements, refer to Definition of Workflow Container. When you create a new document template, the application last used for a document template is started. You can use the function Change document class to start a different application. For further information, refer to Creating Document Templates.

Checking the workflow definition

You select to check the workflow definition. All problems recognized are classified as errors or warnings and are output in the message area. You can process the node in which the error occurs if you double-click on the message. Workflow definitions that contain errors cannot be activated. For further information, refer to Versions of a Workflow Definition. You can also start the workflow definition test from the display mode. The active version of the workflow definition is used for the test.

Testing the workflow definition

You select to execute the workflow definition on a test basis. This classifies the multistep task temporarily as a general task and saves and activates the workflow definition. If no error occurred, the multistep task is started in dialog. For further information, refer to Start Workflow (Test Environment).

Printing the workflow definition

For more information, refer to printing workflow definition.

Processing another workflow definition

In the Workflow Builder, you can go directly into the processing of another workflow definition.

If the workflow definition that you want to process is displayed in the task area, select it and choose Load workflow definition in the context menu.

If it is not displayed, select . You can then choose the desired workflow definition.