Desktop Workflows Home Tab

The Home tab gives you access to options that impact the entire desktop workflow. For example, you can select workflow elements, perform basic editing functions, add notes, and validate and preview the workflow.

Home Tab

Group/Button Description
Designer The buttons in this group provide access to basic design functions.
Preview Click this button to preview the desktop workflow. See Preview a Workflow.
Audit Log Click this button to view a history of all actions taken on the desktop workflow, such as when it was created and edited and by whom.
Notes Click this button to add notes about the desktop workflow.
Clipboard The buttons in this group provide access to basic editing commands when working with components on the canvas.

Clipboard functions are restricted to the open workspace. They cannot be used to copy elements from one workflow to another.

Paste Click this button to paste the contents of the clipboard.
Cut Click this button to cut selected elements from the canvas to the clipboard.
Copy Click this button to copy selected elements from the canvas to the clipboard.
Delete Click this button to delete selected elements from the canvas.
Elements The buttons in this group let you add elements to your flow diagram. For a description of available elements, see How You Design a Flow Diagram.

Elements can also be accessed from the Insert tab.

Validate Click this button to check the flow diagram for errors. See Workflow Validation.