IBM FileNet P8, Version 5.2.1            

Save a workflow definition in Diagram mode

You can save a workflow definition document in either an IBM® FileNet® repository ( object store or library) or in your local file system.

To save a workflow definition document in an object store or library for the first time, complete the following steps:

  1. From the File menu, click FileNet > FileNet Add New.
  2. Click Browse, and then open the appropriate object store and folder.
  3. Enter a title for the document. If you leave the document title blank, the document title will display as a very long number.
  4. Optional: Specify security access for other users.
  5. Click Finish. 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:

From the File menu, click FileNet, and then click one of the following:

To save an open workflow definition document to your local file system:

  1. From the File menu, click Save.
  2. Browse to the location where you will store the file.
  3. Enter a filename.

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. PEP is a Process Designer proprietary format. To retain compatibility with other workflow definition editors, a workflow collection is always saved in XPDL format if it was ever once saved in that format. Even if a collection contains only workflow definition, this rule still applies. However, you can save individual workflows PEP format by selecting the following menu options: Action > Save Workflow to Local. For more information about XPDL 2.0, see Open XPDL 2.0 documents in Process Designer.

You can add a locally saved workflow definition to your object store or library 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 (such as Process Designer), the application prompts 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 actions occurs:
  • If the program is running as an application, it prompts you to save any changes.
  • If the program is running as an applet inside a browser window, the program closes immediately and any unsaved changes are lost. (The name of the browser is displayed in the title bar.)


Last updated: March 2016
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