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To access Workflow Design, click on the pen icon on the left menu and select Workflow Design. This component replaces the deprecated Workflow Repository.
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You have now entered the new Workflow Design. If you have no workflows on your tenant, you are either able to can create a new workflow by pressing the New workflow button on the right top or by pressing the Browse files button on the bottom which has the same functionality.
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Action Buttons:
Play Button: Clicking this button redirects the user to the process instance start page.
Triple Dot Button: Opens a context menu with the following options:
Export: This option allows users to export the latest workflow version.
If the workflow includes a form, the form and the process can be exported separately. Upon clicking Export, a dialogue box appears, providing the user with options for what to export.
Archive: This option archives the workflow. Archived workflows are not shown in the active workflows.
Version History: This option navigates the user to the Version History tab, which is specific to the workflow.
Copy Webform Link: This option is available if the external web form feature is enabled. It allows the user to copy the link to the web form.
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Archived workflows
Name: Shows the name of the workflow.
Description: Describes the workflow, which can be modified in the workflow properties.
Archived: Displays the time of archiving.
Triple dot menu: Opens a context menu with the following options:
Export: This option allows users to export the latest workflow version. If the workflow includes a form, the form and the process can be exported separately. Upon clicking Export, a dialogue box appears, providing the user with options for what to export.
Unarchive: This option unarchives the workflow and moves the workflow from the list of archived workflows to active workflows.
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Clicking an active or archived workflow on the list opens the workflow details. The workflow details consist of the main navigation and the content area.
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Reference
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Attribute
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Main navigation
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Toolbar
The
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Content area
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The model viewer area displays the BPMN diagram in SVG format
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Main navigation
The main navigation of Workflow Design provides the following options to the designer:
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| Version Select | Allows the designer to quickly switch between the workflow version. Additionally contains the status of the version. | ||||||||||||||||||||||
| Import | Allows the designer to import process models ( | ||||||||||||||||||||||
| Export | Allows to export the workflow as | ||||||||||||||||||||||
| Publish/Copy button | Depending on the status of the workflow the button switches between the options.
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