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.
Understanding 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 You can only delete a Workflow that is in an unpublished state.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 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.