
Operation of the Workflow Builder
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 step or outbox.
Block operations: Cut, copy, paste, delete
The functions always refer to the complete block in which the selected step or outcome 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 the Technical Groups graphic in the Workflow Builder Options 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 go 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 more information, see
Creating Steps.Undoing changes
You can undo up to ten changes. Select
and the action up to which you want to undo changes from the list.
Restoring changes
You can restore changes that have been undone. Choose
.
Where-used list
The Workflow Builder has the following where-used lists:
Processing steps in the navigation area
You can display the step definition for all steps displayed in the navigation area. You can edit all definitions in change mode.
Processing container element and document templates in the object area
You can display container elements of the workflow container and document templates. Besides the workflow system elements in the workflow container, you can also change all container elements. For more information on processing container elements, see
Definition of Workflow Container. When you create a new document template, the application last used for a document template is started. ChooseChecking 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 step in which the error occurs if you double-click on the message. Workflow definitions that contain errors cannot be activated. For more information, see
Testing the workflow definition
You select
to execute the workflow definition on a test basis. This classifies the workflow temporarily as a general task and saves and activates it. If no error occurred, the workflow is started in dialog. For more information, see
Printing the workflow definition
For more information, see
Print 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 object area, select it and choose Load workflow definition in the context menu. If it is not displayed, enter the workflow ID in the information area or use the F4 input help.