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Diagramming a Workflow Process

This task is a step in Process of Building a Workflow Process.

Diagramming process steps is an important part of creating a functioning workflow process. The flowchart interface of the Process Designer allows you to build a visual representation of the entire process flow, including decision points and conditional logic.

You can choose to define the details for each step as you create each step in the Workflow Designer, or you can finish the entire flow for the process then enter details for each step.

Based on your planning results, you can diagram the steps of a workflow process.

To diagram the steps of a workflow process

1. Add a Start step to the design canvas.

   A workflow process must have one and only one Start step. For more information, see About the Start Step.

2. Add one or more middle steps to the design canvas.

   A workflow process can have one or more of the action step types, such as Business Service, Decision, Sub Process, Task, Stop, Wait, Exceptions, and Siebel Operation. There can be multiples of each type of step. For more information, see About Workflow Process Step Types.

3. Add an End step to the diagram area.

   A workflow process must have at least one End step. Details on defining an End step are in About the End Step.

4. Define the flow and path of the process by dragging and dropping a connector from the palette to the canvas. Position one end of the connector on one side of a step, then drag the connector's handles to connect the other end of the connector to the next step in the flow.

   NOTE:  A connector's end point that is colored white is not correctly connected to a step. A red end point indicates the connector is correctly connected. Make sure both ends of every connector is red.

5. Repeat Step 4 until every step in the workflow process is connected correctly.

Note that a connector emanating from certain step types can provide conditional logic for the workflow process. For information about defining a connector that provides conditional logic, see Defining a Branch Connector.

Adding or Removing a Point in a Connector

To add or remove a point in a connector, use the following steps:

1. Click the connector or exception.
2. Right-click, then choose one of the following options:
   • Edit > Add Point.
   • Edit > Remove Point.