Contents

Overview of WorkFlow Designer Window

Use the WorkFlow Designer window to create and manage events, create workflows, evaluate account activity within workflows, control workflows, and review workflow history.

Latitude WorkFlow Designer

Menu bar: Displays available submenus and commands for the window. For more information, see the Menu options section in this topic.
Toolbar: Displays available shortcuts for the window. For more information, see the Toolbar section in this topic.
Activity Toolbox: Displays the workflow activity toolbox for creating workflows. The toolbox consists of the following:

Actions: Defines the actions to perform on the accounts in the workflow. For more information, see Action Activities.

Conditions: Defines the required conditions for performing an action. For more information, see Condition Activities and Simple Condition Activities.

Distributions: Defines the distribution of accounts across desks. For more information, see Distribution Activities.

Flow control: Defines the method for processing accounts through a workflow. For more information, see Flow Control Activities.

Preview pane: Displays a preview of the workflow.
Tabs: Displays tabs for startup information and the workspace for creating and configuring workflows.

Menu options

File menu

Option	Description
Create New Work Flow	Opens a new tab to allow you to create a workflow.
Open Existing Work Flow	Opens an existing workflow in a new tab.
Import Work Flow	Imports a workflow file and creates a workflow from it.
Save Current Work Flow	Saves your changes to the selected workflow.
Save Current Work Flow As...	Saves the selected workflow under a different name and retains the original workflow.
Rename Current Work Flow	Renames the selected workflow.
Save All	Saves your changes for all the open tabs.
Export Work Flow to File	Exports the workflow to a ".lwf" Work Flow file.
Export Work Flow to Image	Exports the workflow to an image file.
Close	Closes the selected tab.
Exit	Closes the WorkFlow Designer program.

View menu

Option	Description
Zoom In	Resizes the workflow to a larger view.
Zoom Out	Resizes the workflow to a smaller view.
Actual Size	Returns the workflow to its original size.
Fit Page	Resizes the workflow to fit the viewing area.
Layout Work Flow	Arranges activities in the workflow into an easy-to-read layout.
Collapse All Properties	Hides the properties for all activities in the workflow.
Expand All Properties	Shows the properties for all activities in the workflow.
Show Iconic	Displays the activities as icons.
Work Flow Properties	Displays the properties for the selected workflow.
Toolbars	Opens a submenu to allow you to specify the toolbars to show or hide.

Window menu

Option	Description
Activity Tool Box	Displays the Activity Toolbox.
Preview	Displays a preview of the workflow.
Work Flow Query Actions	Opens the WorkFlow Query Action Wizard.
Event Configuration	Opens the Event Configuration tab.
Start Page	Opens the Start Page tab.

Help menu

Option	Description
About WorkFlow	Displays information about the WorkFlow Designer program.
Open Help File	Displays the documentation for Workflow Designer.

Toolbar

There are four toolbars available. To display a toolbar, from the View menu, click Toolbars and then click the toolbar name. Repeat this step to hide the toolbar.

WorkFlow

Icon	Description
	Opens a new tab to allow you to create a workflow.
	Opens an existing workflow in a new tab.
	Imports a workflow file and creates a workflow from it.
	Saves your changes to a workflow or event.
	Exports the workflow to a ".lwf" Workflow file.
	Exports the workflow to an image file.

View

Icon	Description
	Changes the magnification of the workflow.
	Resizes the workflow to fit the viewing area.
	Arranges activities in the workflow into an easy-to-read layout.

Window

Icon	Description
	Displays the Activity Toolbox.
	Displays a preview of the workflow.
	Opens the Event Configuration tab.
	Opens the WorkFlow Query Action Wizard.
	Opens the WorkFlow History tab.

Help

Icon	Description
	Displays the documentation for Workflow Designer.