Workflow Templates

Workflow Templates are a way to speed up the development of new workflow definitions.

They contain a pre-defined workflow diagram with activities and transitions for the process they represent. Rather than starting with the minimal default diagram, a Workflow Template can be cloned to form the starting point of a new workflow definition that will have common characteristics. From this point the new workflow definition's diagram can be refined/extended independently of the template from which it was derived.

  • Workflow Templates are read only.
  • They can be viewed or cloned; no other operations are allowed.
  • They are managed centrally by Cloudset.
  • Their number and content are subject to change

 

The Templates tab

Workflow Templates appear in their own tab within the Flowset Configuration Tool :

01._Workflow_Templates.png

  • Click this tab to see the latest available workflow templates (1).

 

The "View" Command

A user can view the workflow diagram for a template, to check its suitability for a new workflow definition.

To view a workflow template, locate its entry on the "Templates" tab and click the pop up menu at its right hand end popupmenu.png

02._Workflow_Templates.png

  • Popup menu for "Change Management" template (1).

 

 

03._Workflow_Templates.png

  •  Select the "View" option from the resulting popup menu (2).

 

A busy indicator may appear briefly whilst the diagram is loaded; then the main management screen is replaced by the diagram editor in read only mode :

 

View_Template.png

  • The workflow properties shape confirms the template that was chosen for viewing (3).
  • The editor is in read only mode. Note the lack of toolbar buttons (eg for saving) (4).
  • The stencil sidebar has been removed. Existing shapes can be examined but not changed (5).
  • Press the Back link to return to close the editor and return to the workflow management page (6).

 

The "Clone" Command

The clone operation is very similar to normal cloning of existing workflow definitions, see Cloning Workflows

To clone a workflow template, locate its entry on the "Templates" tab and click the pop up menu at its right hand end popupmenu.png

02._Workflow_Templates.png

  • Popup menu for "Change Management" template (1).

 

 

 Select the "Clone" option from the resulting popup menu

06._Workflow_Templates.png

  • Pick the "Clone" option (2).

 

 An input modal dialog appears, confirming the operation and source template name :

07._Workflow_Templates.png

  • After entering a name for the new workflow (3).
  • Click 'OK' (4).

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

Edit

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.

08._Workflow_Templates.png

  • The tool has automatically switched to the Inactive tab (5).
  • The new cloned workflow definition has been added to the bottom of the "Inactive" list (6).
  • The new definition has automatically been locked for its creator (Simon Pledger) to edit (7).
  • The definition has a draft workflow diagram containing a copy of the diagram from the template (8).
  • The draft has not yet been published (9).
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