Managing and Editing Workflow Records 

Use

MDM allows you to create and manage any number of workflow records, whose workflows can be associated with any MDM user table. You can add, modify, rename, delete, and duplicate workflow records as described in this section.

You must be in Record mode and the Workflows table must be the current table to perform these operations.

Procedure

To add a new workflow record to the Workflows table:

Right-click in the Records pane and choose Add from the context menu, or click the Add Record toolbar button, or press Ins, or choose Records ® Add Record from the main menu.

MDM adds a new workflow named New Workflow as the last record in the grid and places you into the Record Detail tab for editing.

There is no explicit command to modify a workflow record. To edit the fields of a workflow, select it in the Records pane, move the focus into the Record Detail pane, and edit them directly.

 

To rename a workflow:

...

       1.      In the Records pane, select the workflow you want to rename.

       2.      In the Record Detail pane, double-click on the Name field to edit the name, and press Shift + Enter to save the changes.

 

To permanently delete one or more workflows:

...

       1.      In the Records pane, select the workflows you want to delete.

       2.      Right-click on one of the workflow records and choose Delete from the context menu, or click the Delete Record toolbar button, or press Del, or choose Records ® Delete Record from the main menu.

       3.      MDM prompts you to confirm that you really want to delete the workflows. Click OKto remove the workflow records from the Workflows table.

 

To add a duplicate of a workflow record:

...

       1.      If necessary, make the Workflows table the current table.

       2.      In the Records pane, select the workflow you want to duplicate.

       3.      Right-click on the record and choose Duplicate from the context menu, or choose Records ® Duplicate Record from the main menu.

MDM adds the duplicate workflow record as the last record in the grid and places you into the Record Detail tab for editing.