The Diagram editor is where you design the workflow's steps and tasks.
At minimum, a workflow must be defined as having a start, an end, and at least one step containing at least one task.
The Diagram editor presents the following:
- A Toolbar: The toolbar consists of the following:
- Zoom to: To increase or decrease the size of the diagram. To view the workflow without making any changes use the Zoom to drop-down and the horizontal and vertical scrollbars.
- New Step (Tasks) icon
: Click to insert a new tasks step into the diagram. - New Decision step (Manual) icon
: Click to insert a new manual decision step graphic into the diagram. - New Decision step (Category-based) icon
: Click to insert a new category-based decision step graphic into the diagram. - New Parallel step icon
: Click to insert a new parallel step graphic into the diagram. - Remove (Step or connecting lines) icon
: Click to remove a selected step or connecting line from the diagram. - Search button: Click to search for steps, tasks, options and tracks.
- Verify button: Click to review any problems that would prevent the workflow from running properly.
- Diagram Display Area: The area in which you create and edit a workflow diagram.
- Step tab: Click to enter or edit step properties for a selected step in the diagram.
- Task tab: This tab appears when a step is selected in the diagram. Click to enter or edit task properties for a selected step in the diagram.