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Understanding Workflow Designer Form Interface

Description of various panels available in the form is as follows:

 

1. Ribbon: This section provides various options to perform different tasks.

 

2. Workflow Toolbox: This section displays all the activities and events that can be used for designing the Workflow.

 

3. State Machine Workflow: This section is the area where you create the Workflow.

 

4. Properties: This section displays the properties of the events and activities used in designing the Workflow.

 

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Click on image to magnify/shrink

 

Understanding Workflow Design Ribbon Options:

 

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Click on image to magnify/shrink

 

Workflow Group Options:

 

1. Add Workflow: This option allows you to add a new Workflow.

 

2. Edit Workflow: This option allows you to edit the saved Workflow design.

 

3. Save Workflow: This option allows you to save the designed Workflow.

 

4. Delete Workflow: This option allows you to delete the designed Workflow. You can only delete a Workflow that is in an unpublished state.

 

5. Publish Workflow: This option allows you to publish the designed Workflow.

 

6. UnPublish Workflow: This option allows you to unpublish the designed Workflow.

 

7. Compile Workflow: This option allows you to compile the designed Workflow.

 

8. Design Workflow: This option allows you to open Workflow Designer Area, allowing you to edit Workflow Design.

 

9. Workflow Templates: This option allows you to use pre-defined Workflow designs, click here for more details.

 

10. Restore Workflow: This option allows you to restore a designed Workflow.

 

11. Load Workflow from File: This option allows you to override saved Workflow designs into a PSPW format file only for the same Workflow. Click here to know more about Load Workflow From File.

 

Note:

While Loading a Workflow from file, you need to make sure that you only import Workflow 1.0 design into Workflow 1.0. PaperSave does not support importing a Workflow 2.0 design into Workflow 1.0 and vice versa.

 

12. Save Workflow to File: This option allows you to save Workflow designs to a file. Click here to know more about Save Workflow To File.

 

13. Close Designer: This option allows you to close the Designer Workflow window.

 

Workflow Parameters Group Options:

 

1. Define Workflow Parameters: This option allows you to define the Workflow parameter which you can use in the Workflow design under the IfElseActivity, script activity, pre and post Event by using Parameters ["Parameter Name"]. Click here to know more about Define Workflow Parameters.

 

2. State-Wise Workflow Parameters: This option allows you to define the Workflow Parameters based on State of a Workflow

 

3. Approver and State-Wise Workflow Parameters: This option allows you to define the Workflow Parameter based on Workflow Approver and State of a Workflow.

 

Option Group:

 

1. Show Filters: This option will Show/Hide the filters for each column on the top of the Workflow Detail grid.

 

2. Show Groupings: This option will display the grouping bar on the top of the grid. You can group columns by dragging the header of the column to this bar.

 

3. Export: This option allows you to export the Workflow list displayed in the grid to an Excel file.