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:
- 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.
- Main toolbar - Provides shortcuts to the various options you have
for working with a workflow collection, which contains workflow definitions
and scenario definitions.
- Maps section - Provides shortcuts to commonly used tools for selecting
workflow maps. See Map area in Design mode toolbars for
additional information.
- Workflow map - Contains the workflow map of steps and route lines
that define the process. See Map area for
additional information.
- Tabs menu - Displays a list of steps, routes, annotations and
associations for the current map.
- Object properties tabs - Displays the various tabs available for
defining the properties of an object.
- Status bar - Displays the name of the current workflow definition,
helpful messages, and shortcuts to display
options.
- Display preferences - Provides you with shortcuts to change your
display preferences.
- Docked step palette - Provides steps of various types to be placed
in the map area. See Step palette for
additional information.
- 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.