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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
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. |
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Step 2 | Enter/select Details for a new Workflow task, using the field descriptions below as a guide.
To display more of the Details fields on the screen, you can either:
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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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| 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. | ||||||||||||
| Clicking a Connect icon on the Workflow Editor toolbar places the Workflow Editor in Connect mode, which allows you to create connections between tasks. | ||||||||||||
| 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.
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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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