You can save a workflow definition document in either an IBM FileNet repository (object store or library) or in your local file system.
NOTE To make a workflow definition available for launch outside of Process Designer, the workflow definition must be checked in to an object store or library that has the Workflow definition document class. If you use the Launch command in Process Designer to run the workflow, the program will prompt you to save. You can disable the automatic Add/Check in feature in the workflow preferences. See Preferences - Workflow for additional information.
To save a workflow definition document in an object store for the first time
NOTE If you leave the document title blank, the document title will display as a very long number.
This creates the first version of the document in the object store and then immediately checks the document out again so that you can continue to work on it. To close the document at this point, click File > Close.
To save changes to an existing workflow definition that you have checked out
This increments the version of the workflow definition. Process Designer opens a copy of the workflow definition after the checkin.
FileNet Save does not increment the version in the object store.
CAUTION When you exit from Process Designer (using File > Exit) or you open a different workflow definition, Process Designer prompts you to either check in the file (save the changes), or cancel the checkout (discard all changes back to the last checkin).
To save an open workflow definition document to your local file system
NOTES
If the workflow definition document contains one workflow definition, the default format is a PEP file. If the workflow definition document contains more than one workflow definition or contains one or more scenarios, the file format is XPDL 2.0. (If a workflow collection has ever been saved in XPDL format, it cannot be saved in PEP format, even if it contains only one workflow definition.) See About Business Process Modeling Notation for additional information about XPDL 2.0.
You can add a locally saved workflow definition to your object store using the normal procedure for adding a document. To make the workflow definition accessible to Process Designer, the workflow .pep or XPDL file must be assigned to the Workflow Definition document class, and must be added as a major version.
TIP If you use File > Exit to close a Process application (Process Administrator, Process Configuration Console, Process Designer, or Process Tracker), the application will prompt you to save any unsaved changes before it closes. However, if you click the Close button [X] in the upper right corner of the window, one of the following will occur: