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:
- From the File menu, click .
- Click Browse, and then open the
appropriate object store and folder.
- Enter a title for the document. If you leave
the document title blank, the document title will display as a very
long number.
- Optional: Specify security access for other
users.
- 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 .
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:
- Use FileNet Check In to check in the changes
and unlock the file. This increments the version of the workflow definition.
Process Designer closes the workflow definition after the check-in.
- Use FileNet Save to save the changes temporarily
and continue working in the open workflow definition. FileNet
Save does not increment the version in the object store.
Tip: When you exit from Process Designer (by using )
or you open a different workflow definition, Process Designer prompts
you to either check in the file (save the changes), or cancel the
checkout (discard all changes back to the last check-in).
To save an open workflow definition document to your local
file system:
- From the File menu, click Save.
- Browse to the location where you will store the file.
- 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: . 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 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.)