IBM FileNet P8, Version 5.2.1            

Getting started in Design mode

Use Design mode to create fully operational workflows. See the Mode designation on the toolbar to confirm that you are using Design mode.

In Design mode, you place steps of various types on the map to represent tasks to be completed by users (participants) or by automated processes. For each step, you specify the parameters that will be used at the step, routing options, deadlines, and other properties. To control the flow through the process, you specify routes between steps and the conditions for taking these routes.

In addition to creating workflows, you can also make configuration changes, and run and administer the workflow from Process Designer. See Lesson 2: Get started in Design mode for step-by-step instructions for configuring work queues, and specifying participants, data, and routing conditions to create a functional workflow from the design created in Lesson 1.

The various areas in the user interface provide the following functionality:
  1. Steps section - Provides you with options to create and edit a step. Also provides you with the options to add a step to My Palette and to change the color of an annotation.
  2. Main toolbar - Provides shortcuts to the various options you have for working with a workflow collection, which contains workflow definitions and scenario definitions.
  3. Maps section - Provides shortcuts to commonly used tools for selecting workflow maps. See Map area in Design mode toolbars for additional information.
  4. Workflow map - Contains the workflow map of steps and route lines that define the process. See Map area for additional information.
  5. Tabs menu - Displays a list of steps, routes, annotations and associations for the current map.
  6. Object properties tabs - Displays the various tabs available for defining the properties of an object.
  7. Status bar - Displays the name of the current workflow definition, helpful messages, and shortcuts to display options.
  8. Display preferences - Provides you with shortcuts to change your display preferences.
  9. Docked step palette - Provides steps of various types to be placed in the map area. See Step palette for additional information.
  10. Floating step palette - Provides steps of various types to be placed in the map area. See Step palette for additional information.
Work area tabs
Provides access to open workflow definitions, configuration settings for the current isolated region, and open scenarios in the workflow collection. Select these items from the View menu to open a tab in the work area. Right-click the tab and select Close to close a tab.


Last updated: March 2016
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