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The following sample Workflow contains a single group of tasks.
 
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When you launch a Workflow, the first predecessor task in all task groups, and all individual tasks, begin to run. In this example, task stonebranch-saptask-01 would begin to run.

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sample Workflow
sample Workflow
The following is a sample Workflow Editor for a Workflow consisting of a variety of task types. There are no restrictions on the types of tasks that can be included as part of a single Workflow; you can also put other Workflows into a Workflow.
 
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The name of the workflow that you are editing is shown:

  1. At the bottom right corner of the Workflow Editor.
  2. By hovering over the Workflow Editor tab at the top of the Workflow Editor.

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The following example shows that the Workflow Editor is in Select mode.

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You also can perform all task actions and connector actions in any mode.

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The following table describes the tools used to define Workflows, including the tools associated with the three Workflow Editor modes. The tools are listed by icon, as they appear - left to right - in the Workflow Editor toolbar.
 

Icon

Tool

Description

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Go to Parent
Go to Parent

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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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To open an embedded Workflow (sub-Workflow) from its Parent Workflow, double-click the embedded Workflow.

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Open Workflow
Open Workflow

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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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The Workflow Search Result Limit Universal Controller system property defines how many Workflows display on the list.
 
To replace the current Workflow, either double-click a Workflow name or you click and drag a Workflow icon into the Workflow Editor canvas.
 

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If you want to open another Workflow without replacing the current Workflow, see Designing, Modifying, or Viewing Multiple Workflows.

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Save
Save

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Save

Saves the current Workflow.

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Print
Print

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Print

Prints the current Workflow.

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Add Task
Add Task

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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.)
 
To search for and select tasks:

  1. Click the Add Task icon.
  2. Optionally, enter a task name, a partial string, optionally using * or ? as wildcards, or select the type of task you are searching for.
  3. Click Search. Universal Controller displays the tasks that meet your selection criteria.
  4. To bring a task onto the Workflow Editor canvas, click and drag the task's icon out of the window and onto the canvas.
  5. To close the Task Find window, click the X in the upper right corner.

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Select
Select

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Select

Places the Workflow Editor in Select mode.

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Pan
Pan

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Pan

Places the Workflow Editor in Pan mode.
 
To pan around the Workflow, click any white space in the Workflow Editor canvas and drag your cursor to display any section of the Workflow.
 
To return to your original location, click the Actual Size icon.

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Connect
Connect

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Connect (bent)
Connect (straight)

Places the Workflow Editor in Connect mode.
 
To create a connection:

  1. Click either icon.
  2. Click a predecessor task. If you are using Firefox, click the center of the task icon.
  3. Drag the cursor to the successor task. You will see a colored line as you drag.
  4. When you reach the successor task, release the cursor. The connector appears as a straight or bent line, depending on which icon you selected.

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Undo
Undo

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Undo

Click to undo the most recent change.

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Redo
Redo

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Redo

Click to redo the most recent change that you undid by clicking Undo.

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Cut
Cut

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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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Do not use cut and paste to move Workflow elements; use select and drag.

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Copy
Copy

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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.

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Paste
Paste
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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.

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Delete
Delete
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Delete

Permanently deletes the selected elements. Delete does not keep a copy of the deleted elements in memory.

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Fit
Fit
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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.

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Zoom In
Zoom In
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Zoom In

Zooms in (enlarges) the Workflow. To return the Workflow to its default size, click the Actual Size icon.

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Zoom Out
Zoom Out
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Zoom Out

Zooms out (diminishes) the Workflow. To return the Workflow to its default size, click the Actual Size icon.

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Actual Size
Actual Size
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Actual Size

Returns the Workflow to its default size after a Fit or Zoom.

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Zoom
Zoom
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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.

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Horizontal Layout
Horizontal Layout
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Horizontal Layout

Reformats the Workflow into a horizontal layout.

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Vertical Layout
Vertical Layout
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Vertical Layout

Reformats the Workflow into a vertical layout.

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Toggle Vertex Style
Toggle Vertex Style
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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.

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Outline
Outline
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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.

  1. Click the Outline icon. The Outline window opens.
  2. In the Outline window, move and/or resize the blue box to identify the area of the Workflow you want to work on. The display repositions to show only the area within the blue box.

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Help
Help
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Help

Displays help documentation for Workflows.

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Console
Console
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Console

While a Workflow is running, you can click the Console icon to display processing messages.

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Searching For and Adding Tasks
Searching For and Adding Tasks
Searching For and Adding Tasks

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