File |
New
|
Start a new workflow definition.
|
Open
|
Open a workflow definition file saved in the local file system.
|
Close
|
Close the workflow definition.
|
Save
|
Save any changes in the open workflow definition in your local
file system.
|
Save As
|
Save the workflow definition file to a new name or location in
your local file system.
|
FileNet Open/Check Out
|
Open a copy or check out a saved workflow definition from an object store or library.
|
FileNet Add New
|
Add a new workflow definition to an object store or library.
The workflow definition closes when the file is added.
|
FileNet Check In
|
Create a new version of a checked out workflow definition that
includes any changes. When the checkin is complete, the workflow
definition closes.
|
FileNet Cancel Checkout
|
Cancel checkout of the current workflow definition, discarding
any changes.
NOTE For
Workplace, this discards all changes back to the last checkin,
including work saved using FileNet Save.
|
FileNet Save
|
Save any changes made in a checked out workflow definition.
- For Workplace, this option saves to a temporary work
area and does not create a new version of the workflow definition
in the object store.
- For FileNet Web Services Client and Open Client, this
option checks in and creates a new version in the library, then
immediately checks out the workflow definition.
|
Import workflow
|
Import workflow submaps, data fields, and milestones from a saved
workflow definition into the current workflow definition.
|
Print Setup
|
Specify which items in the workflow definition will be printed.
|
Print
|
Print the specified items.
|
Validate
|
Check the workflow definition for map errors and syntax problems
in field value and routing expressions.
|
Transfer
|
Create a runtime version of the workflow definition in the workflow
database.
|
Launch
|
Transfer the workflow definition to the workflow database and start
the process specified on the workflow map(s).
|
Workflow Properties
|
Display the Workflow Properties dialog.
|
Exit
|
Close Process Designer.
|
Edit |
Cut
|
Cut the selected items to the clipboard. You can Cut/Copy/Paste
steps and routes in the workflow map. Cut/Copy/Paste is not supported
in the Properties pane.
|
Copy
|
Copy the selected items to the clipboard.
|
Paste
|
Paste the contents of the clipboard.
|
Delete
|
Delete the selected steps and routes.
|
Delete Current Submap
|
Delete the currently active submap
|
View |
Toolbars
|
Show or hide the main toolbar or the
submap toolbar.
|
Message Pane
|
Show or hide the message area at the
bottom of the window.
|
Property Pane
|
Show or hide the properties area at the
right side of the window.
|
Status Bar
|
Show or hide the status bar at the bottom
of the window.
|
Goto Submap
|
Display the list of submaps.
|
Tools |
Selector
|
Tool for selecting workflow steps and
routes.
|
General Step
|
Tool for creating steps that will be
assigned to a participant or work queue.
|
Submap Step
|
Tool for creating steps that link to
a submap.
|
System Step
|
Tool for creating steps that consist
of system instructions.
|
Component Step
|
Tool for creating steps that will be assigned to component operations.
|
Change Step Type
|
Change the selected step to a different
type: a general step, a submap step, or a system step.
|
Create Submap
|
Create a new submap.
|
Preferences |
On the Display options tab, show or hide
map items, such as step names and milestone icons.
On the Workflow tab, enable or disable workflow validation in Process Designer.
|