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Process Reference  
Process Designer
Getting Started
  About defining a workflow
  Start a new workflow definition
  Open a workflow definition
  Save a workflow definition
  Logon issues
  Create a submap
  Display a map
  Specify display options
  Import workflow definition
  Specify print options
  Print
  Process Designer toolbar
  Process Designer menus
  Workflow map area
  Property pane
  Message area
Workflow Properties
Steps
Routes
Validate & Launch
   

Start a new workflow definition

In the workflow definition, you define the individual steps in a process, specify the participants, fields, attachments, and other resources for each step, and specify the routes that determines the sequence of steps.

To start a workflow definition

  • From the Process Designer File menu, select New.
  • The new workflow map displays with the launch step.

Continue with the following steps to create the workflow definition.

  • From the Process Designer toolbar, select Workflow Properties Workflow Properties tool.
  • On the Workflow Properties dialog, enter the general properties for this workflow, plus the fields, attachments, workflow groups, and other resources that will be used for each step. See Define workflow properties.
  • Select the launch step and specify the parameters that will be used at that step—data fields, attachments, responses. See Specify launch step properties.
  • Add a step for each activity you defined for this workflow. See Add a step.
  • Add routes to specify the sequence of steps. See Create a route.
  • Check the workflow definition to ensure that the workflow map is valid. See Validate the workflow definition.
  • Save the workflow definition to your local computer or to an object store or library. See Save a workflow definition.