IBM FileNet P8, Version 5.2.1            

Diagram mode toolbars

Main toolbar

Table 1. Main toolbar functions
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 version of a checked out workflow collection document, saving any changes. When the check-in 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 check-in, including work saved by 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.

Maps section

Tool button Name and description
Maps A list of maps that are contained within the current workflow definition (or inherited).
New Map Add a new map to the workflow definition. Note that this also allows inherited maps to be overridden.
Delete current map Deletes the current map. Any map in the workflow definition can be deleted, including overridden inherited maps, such as the Workflow map.

Steps section

Tool button Name and description
Steps Displays a menu of available steps that you can add to your map, as well as options for making changes to your map.
Annotation Add an annotation to the map.
Steps Workflow properties - submaps Add steps to the map.


Last updated: March 2016
bpfdh129.htm

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