Process Designer provides tools for validating and testing a workflow definition or collection before it makes them available for general use. The Validate tool checks the workflow definition or specified items in the workflow collection for errors, such as missing workflow name, and invalid expressions and routing conditions. The Transfer tool transfers the workflow definition or specified items in the workflow collection to the workflow system and converts them to an executable form. The Launch tool runs the open workflow definition or the main workflow in the workflow collection directly from Process Designer, rather than from the object store or library.
See Security considerations in the individual topics: Validation results, Transfer the workflow definition, and Launch from Designer.
To make workflows as error-free as possible, a validation process checks a workflow definition or specified items in the workflow collection before it is transferred to the workflow system database. Process Designer provides an integrated validation tool, which detects any errors and shows the step or route where the error occurs, making it relatively easy to correct any problems. Workflow system also validates a workflow definition or collection as it is transferred to the workflow system database.
Actions | Options to perform actions |
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Validating the workflow definition or workflow collection. |
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Transferring the workflow definition or workflow collection to the workflow database. For more information, see Workflow definition transfer. |
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Launching the current workflow definition or launching the main workflow. Doing so automatically transfers the workflow definition to the workflow database. |
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Creating a Workplace subscription. (Workplace or Workplace XT) |
To transfer the current workflow definition
To transfer the workflow collection
During development of a workflow definition, it is convenient to test the workflow by launching it directly from Process Designer. This action displays the launch processor where you can specify any required data, attachments, or workflow groups. Once the workflow is working smoothly, you can create subscriptions or links as appropriate for your system to launch the workflow automatically without Process Designer. See Launch from Designer for additional information.
To launch the current workflow definition
To launch the main workflow in the workflow collection