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The following built-in variables can be used in a Workflow task to pass data where appropriate:

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Creating a Workflow Task
Creating a Workflow Task

Creating a Workflow Task

Step 1

From the Automation Center navigation pane, select Tasks > Workflow Tasks. The Workflow Tasks list displays a list of all currently defined Workflow tasks.
 
Below the list, Workflow Task Details for a new Workflow task displays.
 

Step 2

Enter/select Details for a new Workflow task, using the field descriptions below as a guide.

  • Required fields display an asterisk ( * ) after the field name.
  • Default values for fields, if available, display automatically.

To display more of the Details fields on the screen, you can either:

  • Use the scroll bar.
  • Temporarily hide the list above the Details.
  • Click the  button above the list to display a pop-up version of the Details.

Step 3

Click a  button. The Workflow task is added to the database, and all buttons and tabs in Workflow Task Details are enabled.

Step 4

Click the Edit Workflow button to display a blank Workflow Editor canvas.

Step 5

Follow the instructions provided below for designing the Workflow in the Workflow Editor.

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Icon

Mode

Description

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Select
Select
Select

Clicking the Select icon on the Workflow Editor toolbar places the Workflow Editor in Select mode, which allows you to use all Workflow Editor tools except Connect and Pan. The Select mode is the default mode for the Workflow Editor.


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Connect mode
Connect mode
Connect

Clicking a Connect icon on the Workflow Editor toolbar places the Workflow Editor in Connect mode, which allows you to create connections between tasks.
 
In Connect mode, you also can use all other Workflow Editor tools except Connect.

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Pan mode
Pan mode
Pan

Clicking the Pan icon on the Workflow Editor toolbar places the Workflow Editor in Pan mode, which allows you to scroll around in the Workflow. (You also can use the Outline tool in any mode) to scroll around in the Workflow.
 
In Pan mode, you also can use all other Workflow Editor tools except Connect.
 

Note
titleNote

Pan mode does not allow you to use the drag and drop method for moving, deleting, and copying groups of Workflow elements.


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Workflow Editor Toolbar
Workflow Editor Toolbar

Workflow Editor Toolbar

The Workflow Editor toolbar, which displays above the Workflow Editor, contains icons for every tool that you need to design a Workflow.

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