Creating Steps

You create a step in a workflow definition, for example, to execute a task or to control the workflow. A step is always created in a block. This block contains at least this step and its defined outcomes.

Procedure

You can create a new step in the workflow definition by either changing an undefined step, or creating a new step between two existing nodes.

Changing undefined steps

Open the dialog box Step Selection by double-clicking on the undefined step.
Choose a step type.

Creating new steps

In the workflow area, select a step or an outcome. Consider the positioning rules for new steps.
Choose Create in the context menu. The dialog box Step Selection opens.
Choose a step type.

Inserting tasks from the object area

You can insert a task or workflow displayed in the tray My workflows and tasks into the workflow definition as an activity.

In the workflow area, select a step or an outcome. Consider the positioning rules for new steps.
In the object area, select the task or workflow that you want to insert.
In the context menu, choose Include as activity.

Note

When you have selected a workflow, you can also choose Include workflow definition. The steps of the selected workflow definition are then inserted.

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Result

If you have created a new step, a step of the chosen step type is inserted at the chosen position/replaces the undefined step. You go directly to the step definition.

Note Note

Depending on the settings in the Workflow Builder options, additional undefined steps are inserted for some steps in the workflow definition.

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For more information, see Step Types and Their Symbols.

If you have inserted a task or workflow from the object area, an activity that refers to the chosen task or workflow is inserted into the workflow definition.

Note Note

The binding is created automatically by the system and you can adapt it to suit your requirements.

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