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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
   

Open a workflow definition

Workflow definitions can be stored in one of the following locations:

  • For Workplace, in an object store.
  • For FileNet Web Services Client and Open Client, in a CS library.
  • In your local file system.

To open a workflow definition from an object store or library

  1. From the Process Designer File menu, choose FileNet Open/Checkout.
  2. Open the appropriate object store or library, then locate the workflow definition file.
  3. Select the workflow definition file, then choose Check Out or Copy.
    • Check Out opens the file for editing and locks the file in the object store or library until you check in a new version of the file.

      For Workplace, the file is checked out using the default settings from the object store—non-exclusive or exclusive.

      Check Out is not available if the file is currently checked out by another user and you do not have permission to assume the checkout. If the file is currently checked out to you or you have permission to assume the checkout, you can assume the checkout.

      For Workplace, if the file is checked out exclusive, only the lock user can assume the checkout.

    • Copy opens a copy of the file and does not lock the original file. If you change the file, you can save it with a new name; you cannot check it in as a new version of the original file.
  4. Click Open.

To open a workflow definition from your local file system

  1. From the File menu, choose Open.
  2. Browse to the folder where the file is stored.
  3. Select the workflow definition file, then click Open.
   

TIP For FileNet Web Services Client and Open Client, when you are browsing a library to locate a workflow definition, the list displays only the first 250 items in a folder. Click Show more Show more tool to add the next 250 items to the display.

TIP To cancel a checkout using an Alt key sequence, press <Alt>+<F>. When the File menu displays, release both keys, and then press <H>. If you don't release both keys, the help menu displays instead.