Creating Workflows

  • New workflow definitions are created using the "Add Workflow" button
  • A new workflow definition is always created in an inactive state.
  • At the end of the process the new workflow entry is visible in the inactive tab
  • It is pre-locked for the user who has just created it and ready for workflow diagram edit
  • The new workflow definition is given a minimal default workflow diagram containing a single activity.

Add Workflow Button

Click the "Add Workflow" button to create a brand new workflow definition.

AddWorkflowButton.pngA modal dialog will appear prompting for the name of the new workflow definition :



Enter the name of the new workflow and press Ok.


[ It is permitted to create more than one workflow with the same name but it is not recommended as it can cause confusion with designers and agents alike. ]


After pressing ok the modal dialog disappears and the new workflow definition is visible at the bottom of the Inactive List. The tool automatically focuses on the Inactive Tab after creation, so that the new workflow definition can be seen. The new workflow is also automatically locked for the current user.



The tool has automatically switched to the Inactive tab

The new workflow definition has been added to the bottom of the "Inactive" list

The new definition has automatically been locked for its creator (Simon Pledger) to edit

The definition has an unsaved default draft workflow diagram containing a single starting activity

The draft has not yet been published


Typically the next action is to edit its draft workflow diagram and start to design the activities, conditions and transitions that make up the workflow.  See Edit Workflows


Renaming Workflows

If an administrator wishes to rename a workflow this is achieved by editing the name inside the diagram editor and saving it as a draft change. The name change will then only take effect after the draft workflow definition has been published.


Cloning Workflows

It is also possible to create a new workflow by cloning

  • either an existing workflow definition
  • or a Template workflow defintion

For more details see Clone Workflows



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