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Saving and Publishing a Workflow

Saving a Workflow: Saving a Workflow allows you to save the Workflow in between while designing a Workflow. You can click on Save Workflow button to save the Workflow.

 

Note:

If you try to save a Workflow in a published mode then below displayed message window will open. Changes made to the mentioned properties in the below screen will only be saved and if want to update any other changes, you first need to unpublish the Workflow and follow the steps given in Editing a Workflow section.

 

Edit a workflow-7

 

Publishing a Workflow: A workflow can only be used if it is in a published state. To publish a workflow, click on Publish Workflow button.

 

Click on image to magnify/shrink
Click on image to magnify/shrink

 

As you click on Publish Workflow button, system will ask for your confirmation. Click on Yes button.

 

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Once the Workflow is successfully published you will be able to view below displayed notification.

 

Note:

If the workflow does not get successfully deployed then system will prompt an error message which will display the errors in the workflow. In that case you need to do the necessary corrections in the workflow and then again try to publish the workflow.

 

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Once the workflow is published, you can view value as True under Published column as displayed in below screen.

 

Click on image to magnify/shrink
Click on image to magnify/shrink

 

Note:

You need to remember that to save any structural changes in the designer of the workflow, first of all you need to unpublish a workflow by clicking on UnPublish Workflow button. Thereafter, you need to click on Edit Workflow button. However, you will be allowed to change few properties of the workflow without unpublishing the workflow. List of these properties is mentioned below:

 

Property Name

Properties of the Activity/Events

Target Owner

ChangeStepActivity, ChangeWorkflowActivity

FieldVisibility

StepActivity

NotificationStyle

StepActivity

NotifyStepOwner

StepActivity

Events

StepActivity

Ranks (for Custom Events)

StepActivity

AllowOwnerChange

StepActivity

Ownership Style

StepActivity

Filter by Tag

StepActivity

Possible Owners

StepActivity

CommentsRequired

ApproveEvent, RejectEvent and CustomEvent