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 wishes 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 :

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

 Select the "View" option from the resulting popup menu

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 :

1 The workflow properties shape confirms the template that was chosen for viewing.

2 The editor is in read only mode. Note the lack of toolbar buttons (eg for saving).

3 The stencil sidebar has been removed. Existing shapes can be examined but not changed.

4 Press the Back link to return to close the editor and return to the workflow management page.

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

 Select the "Clone" option from the resulting popup menu

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

After entering a name for the new workflow, click "Ok"

The modal dialog disappears and the tool switches to the Inactive tab to reveal the new cloned workflow at the bottom of the list.

1 The tool has automatically switched to the Inactive tab

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

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

4 The definition has a draft workflow diagram containing a copy of the diagram from the template

5 The draft has not yet been published