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The Workflow Editor has three modes. Each mode, which you select by clicking the appropriate icon in the Workflow Editor toolbar, allows you to use one or more specific Workflow Editor tools.
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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. | |||||||||||
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| Clicking a Connect icon on the Workflow Editor toolbar places the Workflow Editor in Connect mode, which allows you to create connections between tasks. | |||||||||||
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| 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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One of the task actions available for any task in a Workflow is to display a list of properties for that task.
You can change the name of a task within a Workflow by entering a new name in the name field. By Default, the name of a task is its name in the Task Details. Changing the name of a task within a Workflow does not change its name in the Task Details.
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Step 1 | Click one of the Connect icons to place the Workflow Editor in Connect mode. |
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Step 2 | Click the predecessor task; that is, the task whose status will trigger the next task.
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Step 3 | Drag your mouse to the successor task; that is, the task that will be triggered. As you drag your mouse, a red line display. Drag your mouse all the way to the center of the successor task; the red line becomes a dotted, green line - the connector between the tasks - and the successor task is highlighted. |
Step 4 | Release the mouse button. The connector becomes a highlighted, solid green line (identifying it as a default Success condition).. Optionally, you can reposition the connection by dragging it to a new location. Arrows on the connectors indicate the direction of the Workflow. |
Step 5 | Repeat this process for other connectors to be added. |
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To display the menu of connector actions, right-click a connection.
The following table describes each action in the menu:
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One of the connector actions available for any connector in a Workflow is to display a list of properties for that connector.
The information in the connector properties is view-only.
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