- ContentsQuick LinksAccount Analysis landing page Accounting landing page AIM help AIM Receiver help Arrangements landing page Batch Processing landing page Custodian help Dashboard help Data Exchange landing page Dialer Campaigns landing page Exchange Manager help Invoices help Latitude help Latitude Console help Letter Console help Letters landing page Link Console help List Builder help Portfolio Manager help Reporting Console help Reporting landing page WorkFlow Designer help Work Queues landing page
WorkFlow Designer Help
Create a Workflow
Use the Untitled [#] tab to create a workflow. You drag and drop activities to a workflow and then connect the activities to define the processing order. You can add and delete activities and connect and disconnect activities as necessary.
To create a workflow
-
Do one of the following:
-
From the File menu, click Create New Work Flow.
-
From the WorkFlow toolbar, click the Create icon
.
The Untitled [#] tab appears with a Start activity included.
-
Drag an activity from the Activity Toolbox to the workflow tab.
-
To connect the activity to the Start activity, click and drag the arrow from the Start activity to the endpoint of the activity you added.
-
Continue adding activities as necessary and connecting them in the order you want them to process.
Note: If you add a condition or distribution activity and don't specify an action to process for one of the endpoints, the unconnected endpoint results in the end of the workflow.
Tips:
-
To delete an activity from the workflow, on the workflow tab, click the activity and then press the Delete key.
-
To delete a connection, click the connecting line and then press the Delete key.
-
Do the steps to Modify Criteria for an Activity.
-
In the WorkFlow toolbar, click Save. The Save WorkFlow dialog box appears.
-
In the Work Flow box, type a name for the workflow and then click Save.