Create a Flow Diagram

The function of the working record varies by element type.

1. From the open workflow, drag and drop an element from the ribbon onto the canvas.

   Desktop Workflow Elements

   Element/Menu	Description
   Workspace	Drag and drop this element to open the working record in a workspace. See Edit Workspace Attributes.
   Script	Drag and drop this element to initiate a script. See Edit Script Attributes. Script elements are only available when scripting is enabled. For information about enabling scripts, contact your Oracle account manager.
   Decision	Drag and drop this element to branch the workflow based on conditions that you define. The working record defines the record and fields available for conditions. See to Decision Attributes.
   Workflow	Drag and drop this element to nest another workflow into the open workflow. The working record defines the record that opens in the embedded workflow. See Edit Workflow Attributes.
   Set Fields	Drag and drop this element to set values for one or more fields in the working record. See Best Practices for Editing Set Fields Attributes.
   Comment	Drag and drop this element to add comments or notes to the workflow. See Add a Comment to a Workflow.
   Connector	Drag and drop this element to add a connector to the workflow. See How You Connect an Element.
   Create	Click this drop-down list and drag and drop a record type to create a new record in your workflow. You can choose to create an answer, contact, incident, opportunity, organization, quote, quote product, or task. See Edit Create Attributes.
   Load	Click this drop-down list and drag and drop a record type to load a record into your workflow based on a report query. You can choose to load an answer, contact, incident, opportunity, organization, quote, quote product, or task. See Load Attributes.
   Clear	Click this drop-down list and drag and drop a record type to clear the association between the working record and an organization, contact, answer, incident, or opportunity. See Edit Clear Attributes.
   Change	Click this drop-down list and drag and drop a record type to associate the working record to a different organization, contact, answer, incident, or opportunity. See Edit Change Attributes.
   Copy	Drag and drop this element to copy the working record and give it a name that can be referenced later in the workflow. See Edit Copy Attributes.
   Save	Drag and drop this element to save all records open in the workflow. To close the records after saving, click Close After Save on the ribbon. See Save Attributes. Business rules will be run on all open records at the time the Save element is triggered.
   Return	Drag and drop this element to return to a parent workflow from a nested workflow. Edit the element label text to define a return event name that can be referenced in the subsequent connector in the parent workflow. See Return Attributes.

   Note: A quote product created and saved by automation elements cannot be edited afterward in the same workflow. If need arises, the Save element should be moved to occur after the edit in the sequence, or the Save element should be omitted and staff should be directed to click Save instead.
2. To connect one element to another, click an anchor on the first element and drag the connector to an anchor on the second element.
   The anchor is highlighted when the connector is able to link to it. The connector arrow will point from the first element to the second. See How You Connect an Element.
3. To change the formatting of an element, select the element and see the associated actions.

   Element Tools Tab

   Group/Button	Description
   Label	The buttons in this group let you change the font style, size, and color of the element labels. You can select font attributes, such as bold and italic, and change the text alignment.
   (Label Position)	Click this button to select the position of the label relative to the element. The default label position of a new element is Inside.
   	Click this button to enter the text of the element label.
   Notes	Click this button to enter notes about the element.
   Size	The buttons in this group let you change the height and width of the element.

4. To cut, copy, or paste one or more elements, click the appropriate button on the Clipboard group of the Home tab.
5. To undo an action on the canvas, click Undo on the Quick Access toolbar.
6. To redo an action on the canvas, click Redo on the Quick Access toolbar.