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Icon | Tool | Description | |||||||||||
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 | Go to Parent | If this Workflow is embedded in another Workflow, navigates to the parent. If this Workflow has more than one parent, clicking this icon displays a list of all parent Workflows; in this case, to navigate to a parent Workflow, double-click the Workflow's icon. To return to your original Workflow, click its name. (The current Workflow name displays in the lower right corner of the editor.)
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 | Open Workflow | Displays an Open Workflow pop-up dialog from which you can select a Workflow to replace the Workflow currently displayed in the Workflow Editor. (Make sure to save the current Workflow before replacing it.)
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 | Save | Saves the current Workflow. | |||||||||||
 | Prints the current Workflow. | ||||||||||||
 | Add Task | Displays the Task Find dialog, which allows you to search for and select tasks for the Workflow from a searchable list of defined tasks. (The Workflow Search Result Limit Universal Controller system property defines how many tasks display on the list.)
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 | Select | Places the Workflow Editor in Select mode. | |||||||||||
 | Pan | Places the Workflow Editor in Pan mode. | |||||||||||
  | Connect (bent) | Places the Workflow Editor in Connect mode.
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 | Undo | Click to undo the most recent change. | |||||||||||
 | Redo | Click to redo the most recent change that you undid by clicking Undo. | |||||||||||
 | Cut | Deletes the selected element(s): tasks, connectors, or both. Use Ctrl+Click to select and cut multiple elements. You can paste cut tasks into the same Workflow Editor or into the Workflow Editor of any other Workflow. If you cut a connector, and include its source and target tasks in the cut, you can paste the cut connector (and the tasks) into the same Workflow Editor or into the Workflow Editor of any other Workflow.
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 | Copy | Copies the selected element(s): tasks, connectors, or both. Use Ctrl+Click to select and copy multiple elements. You can paste copied tasks into the same Workflow Editor or into the Workflow Editor of any other Workflow. If you copy a connector, and include its source and target tasks in the copy, you can paste the copied connector (and the tasks) into the same Workflow Editor or into the Workflow Editor of any other Workflow. | |||||||||||
  | Paste | Pastes the copied or cut element(s) into the currently open Workflow Editor or into the Workflow Editor of any other Workflow. If you want to paste a cut or copied connector, you must include the source and target tasks of the connector in the cut or copy. | |||||||||||
  | Delete | Permanently deletes the selected elements. Delete does not keep a copy of the deleted elements in memory. | |||||||||||
  | Fit | Fits the Workflow into the display. If necessary, this shrinks the icons and size of the Workflow in order to make it fit. You can undo a Fit by clicking the Actual Size icon. | |||||||||||
  | Zoom In | Zooms in (enlarges) the Workflow. To return the Workflow to its default size, click the Actual Size icon. | |||||||||||
  | Zoom Out | Zooms out (diminishes) the Workflow. To return the Workflow to its default size, click the Actual Size icon. | |||||||||||
  | Actual Size | Returns the Workflow to its default size after a Fit or Zoom. | |||||||||||
  | Zoom | Opens a window that allows you to specify a zoom ratio. For example, to double the size of the Workflow, enter 200 and click OK. To return the Workflow to its default size, click the Actual Size icon. | |||||||||||
  | Horizontal Layout | Reformats the Workflow into a horizontal layout. | |||||||||||
  | Vertical Layout | Reformats the Workflow into a vertical layout. | |||||||||||
  | Toggle Vertex Style | For running Workflows, switches the icon display between status-related icons and task-related icons (see Monitoring Workflows). This icon only appears on the icon bar when you are monitoring a running Workflow. | |||||||||||
  | Outline | For large Workflows, the outline provides a way of positioning a specific area of the Workflow in the display, without using the Pan mode.
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  | Help | Displays help documentation for Workflows. | |||||||||||
  | Console | While a Workflow is running, you can click the Console icon to display processing messages. |
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Step 1 | Click the Add Task icon. The Task Find dialog displays. |
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Step 2 | Several methods are available for finding tasks: The Task Find dialog lists the task(s) that match your search criteria. |
Step 3 | To add a task to the Workflow Editor canvas, click the icon to the left of the task and drag it onto the canvas. |
Step 4 | Repeat these steps until you have added all the tasks you need. |
Step 5 | Position the tasks on the canvas as desired. The connections that you will make between the tasks determine the order in which the tasks run, so position the tasks accordingly. For example: |
Step 6 | To close the Task Find window, click the X in the upper right corner. Or, to keep the window open but minimized, click the minimize icon. |
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To display the menu of task actions, right-click a task.
The following table describes each action in the menu:
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To display the menu of workflow task actions, right-click any white space in the Workflow Editor canvas.
The following table describes each action in the menu:
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Step 1 | Select New Task... in the Task Actions for Workflow menu to display a list of task types. |
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| Step 2 | Select a task type and, in the task Details for that task type, create a new task. |
| Step 3 | Click the Save button to insert the new task into the Workflow Editor where the Action menu is created (the right-click location). |
| Step 4 | Locate and connect the new task to other tasks in in the Workflow and click the Save icon. |
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