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 new workflow collection document to an object store or library. When the add operation is complete, the workflow collection closes.

FileNet Checkin

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

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

Drop-down 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

Drop-down list of actions that can be performed on the selected step in the palette. See About step palette for additional information.

View palette

Drop-down list of available step palettes. See About step palette for additional information.