Workflow Diagram Editor

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.