Use the Workflow Diagram Editor to design the workflow's steps and tasks.
- From the Instance Defaults step, click Next. The Diagram step of the Workflow Wizard appears.
- Click Edit. The Diagram Editor appears.
- You now use the applicable toolbar icons to add steps. Refer to Workflow Diagram Editor for detailed information about the toolbar icons and how to use the Diagram Editor.
You can sequentially add and define properties for as many steps as needed by clicking on the applicable toolbar icon.
- When you finish adding steps and defining their properties, click Save to save your changes.
Note: When creating a new workflow, the system validates the new workflow name is unique when you click Save, even though you have not yet finished the entire Workflow Wizard. If a message box appears alerting you to rename the workflow, close the message box to return to the General step where you can make changes.
- In the Diagram Editor, click Verify to identify potential problems in the workflow. Refer to Verifying the Workflow for information about verifying the workflow using the Verify dialog box from the Diagram Editor.
- When you finish verifying the workflow, click Save to save the workflow.
- Click Close.
- Click Next to proceed to the In Folders step of the Workflow Wizard where you define the folder used to store and reference the workflow.