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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
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Do one of the following:
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From the File menu, click Create New Work Flow.
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From the WorkFlow toolbar, click the Create icon
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The Untitled [#] tab appears with a Start activity included.
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Drag an activity from the Activity Toolbox to the workflow tab.
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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.
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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:
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To delete an activity from the workflow, on the workflow tab, click the activity and then press the Delete key.
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To delete a connection, click the connecting line and then press the Delete key.
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Do the steps to Modify Criteria for an Activity.
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In the WorkFlow toolbar, click Save. The Save WorkFlow dialog box appears.
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In the Work Flow box, type a name for the workflow and then click Save.