Process Designer Tab

The majority of the work in creating and modifying a workflow is done on the Process Designer tab. The steps and transitions you create for workflow determine the workflow activities and can include the following items.

Process Steps

A workflow involves a minimum of three steps: a start step, a processing step, and a stop step or END. For best results, all workflows should contain a start and stop step and that these two steps contain no actions. Workflows can contain as many or as few processing steps as are necessary to manage the required actions. To add steps using the Process Designer, navigate to the Process Editor and click the desired step type in the Add A Step section. You can drag steps around the Process Designer grid to line them up visually in a logical progression.

To add a new step:

1. Click Add a Step in the left-hand column to display panel that contains available steps.

   Note: Only steps associated with the process type and that exist in the Step Library are listed in the Add a Step panel.

2. Click and drag the desired step to a position in the process design grid.

To edit to the contents of a step:

1. Right-click the step icon and select Edit Step.

2. The step details window displays. You can:

   • Record the Name and Description of the step.

   • Name the Result Variable, a variable to receive the resulting value of the step action.

   • Specify the Action for the step. See Action Type for details.