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Table of Contents
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Clicking on Browse files or New workflow opens an OS file selection window, enabling the import of workflows as zip files, each containing at least one BPMN file and one SVG file.

When importing identical workflows, only the workflow version will be updated. This means that any imported workflows with identical content will not result in changes to the workflow itself, but will instead increment the version number.

Active workflows

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The Active workflows section displays a list of both startable workflows and drafted ones.

Table

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columns

Column name

Description

Name

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Shows the name of the workflow.

Description

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Describes the workflow, which can be modified in the workflow properties.

Status

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Indicates whether a workflow is

Status
colourGreen
titleSTARTABle
or
Status
colourYellow
titleNot Startable
. A workflow is considered startable if there exists a published version and not startable if no published version is available.

Last Modified

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Displays the time of the last modification.

The workflow name and last modification columns are sortable. By default, the table is sorted descending by last modification.

Action Buttons

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Button name

Description

Play Button

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Clicking this button redirects the user to the process instance start page.

Triple Dot Button

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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.

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  • Preview: Screenshot 2024-05-07 at 16.00.53.pngImage Added

  • 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.

Archive workflows

The Archived workflows section displays all archived workflows. These workflows are inoperable and need to be restored to continue working on them.

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Table columns

Column name

Description

Name

Shows the name of the workflow.

Description

...

Describes the workflow, which can be modified in the workflow properties.

Archived

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Displays the time of archiving.

Action Buttons

Button name

Description

Triple

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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.

  • Unarchive: This option unarchives the workflow and moves the workflow from the list of archived workflows to active workflows.

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Workflow details

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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For active workflows, the details are shown and the designer can edit the process model and form. For archived workflows, these options are not available as archived workflows are read-only.

Clicking Workflow design in the breadcrumb returns the designer to the Workflow overview.