Creating Workflows

• New workflow definitions are created using the "Add Workflow" button
  
• A new workflow definition is always created in an inactive state and will be visible in the inactive tab
• When you create the workflow you will be asked to give it a name and whether to create a standard model (Behavior modeled at the activity level) or an advanced model (Activities broken down into task flows)
• The new workflow definition will be locked and you will immediately start editing the model definition.

Add Workflow Button

• Click "Add Workflow" button to create a new Workflow Definition (1).

A modal dialog will appear prompting for the name of the new workflow definition and to select the type of the model to create (Standard or Advanced) :

• Add workflow modal dialog (2).
• Select the workflow model type (3). See Standard and Advanced articles for details of the model types.

Enter the name of the new workflow and press Ok.

• Adding a new workflow name (4).
• Click OK (5).

[ 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. ]

The new workflow will be created and you will be taken to the workflow definition editor to start editing the workflow to design the activities, conditions and transitions that make up the workflow.  See Edit Workflows

The example above shows a simple boiler plate Standard model with a single activity defined.  Had you chosen an Advanced model, the diagram would be slightly different with the activity automatically broken down into a task flow.

This shows a simple boiler plate Advanced model.  The activity is broken down into a task flow as indicated by the arrow in the top left of the activity shape (6).

New Workflow Definition

When you have finished making any changes to the new model, you will return to the workflow definition page with the Inactive Tab selected.  The new workflow will typically be at the bottom of the Inactive list.  The new workflow is locked for the current user to apply further changes as necessary.

• The tool has automatically switched to the Inactive tab (1).
• The new workflow definition has been added to the bottom of the "Inactive" list (2).
• The new definition has automatically been locked for its creator (Alan Byrne) to edit (3).
• The definition has an unsaved default draft workflow diagram containing a single starting activity (4).
• The draft has not yet been published (5).

Renaming Workflows

If an administrator wishes to rename a workflow this is achieved by editing the name inside the workflow definition 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 definition

For more details see Clone Workflows