IBM FileNet P8, Version 5.2.1            

Working with steps

Process Designer provides palettes of pre-defined steps in the docked palette of the steps section that you add to the workflow map to represent different types of activities. You can work with the docked palette or click the right arrow icon >> Open Palette Window to work with a floating palette. Each type of step provides an appropriate interface where you define the parameters for processing that step.

In defining a workflow, you drag a step of the appropriate type from a step palette, and position the step wherever you like on a workflow map. See Add a step for additional information. You can reposition one or more steps, and their connected routes by dragging them. You can also change one type of step to another (for example, change an activity step to a submap step) by right-clicking on the step, and selecting Change Step Type from the menu.

In additional to FileNet-provided step palettes, you can also define your own custom palette, My Palette, to include any steps you want either from other palettes or from a workflow map. See Step Palette for additional information.

To edit and work with the steps in the map, go to the steps section of the toolbar and click Steps to choose from the following options:

New
Add a new Activity, Submap, System, or Component step or an annotation.
Cut
You can cut map items (steps, routes, annotations, and associations) in the workflow map.
Copy
You can copy map items (steps, routes, annotations, and associations) in the workflow map.
Paste
You can paste map items (steps, routes, annotations, and associations) in the workflow map.
Delete
Delete the selected map items.
Add to My Palette
Add the selected step to My Palette.
Change Step Type
Change the selected step to a different type: an activity step, a submap step, a system step, or a component step.
Change annotation color
Change the color of the annotation. You can choose from blue, gray, green, pink, or yellow.

The steps section contains a list of the out-of-the-box step palettes that are provided. Your system might have custom palettes supplied with expansion products, such as FileNet® Web Site Manager.

There are two types of steps that Process Designer automatically adds to a map when necessary. These steps are not on any step palette.



Last updated: March 2016
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