Navigation:  User Guide for PaperSave for Blackbaud's Student Information System > PaperSave Configuration > PaperSave Settings > Workflows > Workflow 2.0 > Understanding Workflow Designer 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.

 

 

Workflow Design Ribbon Options:

 

 

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 You can only delete a Workflow that is in an unpublished state.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 is used to open the Workflow Designer screen.

 

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.

 

 

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.

 
14. Drop Points: This option allows you to create Drop Points. Click here to know more about Drop Points.

 

Workflow Field Group: Click here to get detailed description on Workflow Field

 

1. Add Field: This option allows you to add new Workflow Field for the selected Workflow.

 

2. Edit Field: This option allows you to edit the existing Workflow Field.

 

3. Save/Update Field: This option allows you to save/update the Workflow Field.

 

4. Add Lookup: This option allows you to set a Workflow Field that uses a query to perform a lookup operation and fetch the values from the database.

 

5. Delete Field: This option allows you to delete the selected Workflow Field.

 

6. Cancel Field: This option allows you to cancel the current action being performed on the Workflow Field.

 

Workflow Parameter Group:

 

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, using Parameters ["Parameter Name"]. Click here to know more about Define Workflow Parameters.

 

2. Step-Wise Workflow Parameters: This option allows you to set State-Wise Workflow Parameters. Click here to know more about State-Wise Workflow Parameters.

 

3. Approver & Step-Wise Workflow Parameter: This option allows you to set Approver and State-Wise Workflow Parameters. Click here to know more about Approver and State-Wise Workflow Parameters.

 

 

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