Designing a Sub-Workflow

A sub-workflow is a grouping of one or more steps into a mini-workflow. Sub-workflows can simplify workflow configuration and setup in Unifier by allowing you to assign workflow properties to a group of steps at once. You can identify a sub-workflow by color-coding it.

Note: You cannot create a sub-workflow within another sub-workflow or create parallel sub-workflows.

To create a sub-workflow:

  1. In the Workflow Designer window, select the steps to include in the sub-workflow by holding down the Shift or Ctrl key and clicking the steps.
  2. Click the Sub-workflow button and select Group. The Sub-Workflow Properties window opens.
  3. Enter a Name for the sub-workflow.
  4. (Optional) Enter a Description for the workflow.
  5. To help identify it from the rest of the workflow, you can color code it. To color-code it, click the Select button and select a Color.
  6. The selected steps will be outlined in the chosen color, and the sub-workflow steps will appear as a barred rectangle:

    This image displays a highlighted step.

  7. Click Ok.

To add or remove a step from a sub-workflow:

  1. Select the sub-workflow.
  2. Click the Sub-Workflow button and select Ungroup.
  3. Select the steps to add or remove.
  4. Click the Sub-Workflow button and select Group (to add) or Ungroup (to remove).

Last Published Monday, June 3, 2024