File Menu

New Blank Workflow

You can create new workflows from scratch. Click "Create" to open a new blank workflow in the editor, where you can add the existing activities from the Repository and configure and connect them as desired.

New Workflow From

You can create new workflows based on templates or as a copy of another existing workflow. The dialog presents two lists, one with the existing workflows and the other with available templates from which you can choose.

Click "Create" to open a new workflow in the editor, where you can add further activities from the Repository, and configure and connect them as desired. Besides, the meta information (properties) will be copied from the template or workflow to the new document. If the source is a workflow, the display name will be changed to "Copy of (original workflow title)".

New Blank Component

You can create new components from scratch. Click "Create" to open a new blank component in the editor, where you can add the existing activities from the Repository and configure and connect them as desired.

New Component From

You can create a new component as a copy of another existing component. The dialog presents a list with the available components, from which you can choose. Click "Create" to open a new component in the editor, where you can add further activities from the Repository and configure and connect them as desired. Besides, the meta information (properties) will be copied from the source component. The display name will be changed to "Copy of (original workflow title)".

New Blank Template

You can create new workflow templates from scratch. Click "Create" to open a new blank template in the editor, where you can add the existing activities from the Repository and configure and connect them as desired.

New Template From

You can create new templates based on other templates or workflows. The dialog will present two lists, one with existing workflows and the other with the available templates from which you can choose. Click "Create" to open a new template in the editor, where you can add further activities from the Repository and configure and connect them as desired. Besides, the meta information (properties) will be copied from the template or workflow to the new document, and the title of the template will be changed to "Copy of (original workflow title)".

Open Existing Workflow

This page is divided into two lists. One presents all public (checked-in) versions of workflows, the other offers the pending workflows of the current user (previously checked-out or new workflows which were not checked-in yet). The list of pending workflows is hidden if no pending workflows are available for the current user. The open page provides a search for workflows by keyword (searches the name and comments).

Double-click an existing workflow or click "Open" to open the selected workflow in the editor in the read-only mode. It becomes editable after it is checked out. Select a temporary workflow and click "Open" to open the temporary workflow in the editor. It can be directly edited.

Furthermore, by clicking "Delete" on the right you can delete the selected temporary workflow which was never checked-in before.

Open Existing Component

This page is divided into two lists. One presents all checked-in versions of components, the other offers the pending components of the current user (previously checked-out or new components which were never checked-in). The list of pending components is hidden if no pending components are available for the current user. The open page provides a search for components by keyword (searches the name and comments).

Select an existing component and click Open to open the component in the editor in the read-only mode. It becomes editable after it is checked out. Select a temporary component and click Open to open the temporary component in the editor. It can be directly edited.

Furthermore, by clicking Delete on the right you can delete the selected temporary component which was never checked-in before.

Open Existing Template

The page is divided into two lists. One presents all checked-in versions of a template, another offers pending templates of the current user (previously checked-out or new templates, which were never checked-in yet). The list of pending templates will be hidden, if no pending templates are available for the current user. The open page provides a search for templates by keyword (searches the name and comments).

Select an existing template and click Open to open the template in the editor in the read-only mode. It becomes editable after it is checked out. Select a temporary template and click Open to open the temporary template in the editor. It can be directly edited.

Furthermore, by clicking Delete on the right you can delete the selected temporary template which was never checked-in before.

Open Recent

The page of the Recent menu item is divided into the three sections: Recent Workflows, Recent Components, and Recent Templates. Each section lists the last 10 objects that have been recently opened by the current user.

Select an object and click Open to open the object in the editor in the read-only mode. It becomes editable after it is checked out.

Workflow Properties

Define the properties of this workflow, add some comments to describe the workflow's purpose and business context and select an icon. This information will help other users when working with this workflow.

Name (mandatory): Difference between Name and Technical Name: Technical name is assigned permanently after the first save and cannot be changed later. The workflow engine works with the technical names. The Name serves only as an explanation/description for business users. The same behavior is for components and templates.

Icon (mandatory): Click the selection control (three dots) to the right of the field to select an icon from the library of available images. Use the search field at the top of the dialog that appears to locate the icon you need.

Category (mandatory): Click the selection control (three dots) to the right of the field to select a category from the list of available ones. Use the search field at the top of the dialog that appears to locate the category you need.

Integration Context (mandatory): Integration Context defines where the workflow can be selected later and which input parameters it will get when it is called by the business logic. For example, the Service Approval Integration Context is selected here. When such workflow is initiated, it receives parameters from the booking that has started the workflow. 

System: Select the checkbox to mark the workflow as System. Workflows marked as such cannot be subsequently modified. 

Comments: You may also add comments to describe, for example, the purpose and business context of the workflow. This information will help other users when working with this workflow. 

Component Properties

Define the properties of the component, select an icon and the library category where to store the component and describe the function in the comments. Specify whether the component will be referenced as a sub-workflow, or an editable copy will be added to workflows.

Name (mandatory): Specify the name of the component here.

Icon (mandatory): Click the selection control (three dots) to the right of the field to select an icon from the library of available images. Use the Search field at the top of the dialog that appears to locate the icon you need.

Category (mandatory): Click the selection control (three dots) to the right of the field to select a category from the list of available ones. Use the Search field at the top of the dialog that appears to locate the category you need.

Type: Specify whether the component will be referenced as a sub-workflow, or an editable copy will be added to workflows. Sub-workflow (referenced) and activity template (editable copy).

Comments: You may also add comments to describe, for example, the purpose and business context of the component. This information will help other users when working with this component. 

Template Properties

Define the properties of this template, add some comments to describe the workflow's purpose and business context and select an icon. This information will be copied to new workflows that are created from this template.

Name (mandatory): Specify the name of the template here.

Icon (mandatory): Click the selection control (three dots) to the right of the field to select an icon from the library of available images. Use the Search field at the top of the dialog that appears to locate the icon you need.

Category (mandatory): Click the selection control (three dots) to the right of the field to select a category from the list of available ones. Use the Search field at the top of the dialog that appears to locate the category you need.

Integration Context (mandatory): Integration Context defines where the template can be selected later and which input parameters it will get when it is called by the business logic.

Comments: You may also add comments to describe, for example, the purpose and business context of the template. This information will help other users when working with this template.