Design mode toolbars

Main toolbar

Tool button Name and description
New

New: Create a new workflow collection that contains a new workflow definition.

Open

Open: Open a workflow collection saved in the local file system. The file can be in one of the following formats:

  • PEP format - the native FileNet Process format
  • XPDL 2.0 format - the standard format for Business Process Modeling Notation (BPMN)
Save

Save: Save the open workflow collection in your local file system in the appropriate format—PEP or XPDL 2.0.

FileNet Open/Checkout

FileNet Open/Checkout: Open a copy or check out a saved workflow definition or XPDL file from an object store or library.

FileNet Add New

FileNet Add New: Add a workflow collection—PEP or XPDL 2.0—to an object store for the first time. The workflow collection document is checked out immediately after the document is added so you can continue to work on it.

FileNet Checkin

FileNet Checkin: Create a new version of a checked out workflow collection document, saving any changes. When the checkin is complete, a copy of the workflow collection document remains open.

FileNet Cancel Checkout

FileNet Cancel Checkout: Cancel checkout of the current workflow collection, discarding any changes.

NOTE  For Workplace or Workplace XT , this discards all changes back to the last checkin, including work saved using FileNet Save.

FileNet Save

FileNet Save: Save any changes made in a checked out workflow collection.

  • For Workplace or Workplace XT, this option saves to a temporary work area and does not create a new version of the workflow collection document in the object store.
Validate Workflow

Validate Workflow Collection: Check the workflow collection for map errors and syntax problems in field values and routing expressions.

Launch Workflow

Launch Main Workflow: Transfer the workflow collection to the workflow database and start the process specified as the main workflow definition.

Map toolbar

Tool button Name and description

List of maps in the current workflow definition.

Caller maps

Caller maps: List of maps with a step that calls the current map.

New submap

Create Map: Create a workflow map.

Delete map

Delete current map. In addition to deleting user-defined submaps, you can also delete the workflow main map.

Step Palette toolbar

Tool button Name and description
Action

List of actions that can be performed on the selected step in the palette. See About step palette for additional information.

View palette

List of available step palettes. See About step palette for additional information.