Place the appropriate type of step on the workflow map to represent each
activity in the workflow. See About steps
for more information about types of steps.
To add a step to the workflow map
Click the desired step creation tool on the toolbar or on the Tools
menu.
Choose Create General Step
for general workflow activities that you assign to a participant or
work queue. See About general steps.
Choose Create Submap Step
to call another workflow map in the current workflow definition. See
About workflow maps.
Choose Create System Step
to specify system functions, such as a timer, in the workflow. See
About system functions.
Choose Create Component Step
to execute an operations in an external program as part of the workflow.
See About component steps.
Click in the map area to place the step where you want it.
In the Properties pane (at the right side of the workflow map), click
in the Name field and replace the default
step name with a meaningful name.
Enter the appropriate step properties
in the Properties pane.
TIP To
change a step on a map from one step type to another, right-click on the
step, point to Change Step Type, and
choose the type you want.
TIP To
create a single step of a different type
Right-click in the map area where you want to place the step.
Select the desired step type from the menu.
The new step will be placed on the map. The step
creation mode will remain as it was before you created the single step.