Workflow Design

1 Introduction
2 Accessing Workflow Design (WD)
3 Workflow overview
- 3.1 New workflow
- 3.2 Active workflows
- 3.3 Archive workflows
4 Workflow details
- 4.1 Main navigation
- 4.2 Content area

Introduction

The workflow design tool empowers designers with an overview of all workflows within the current tenant, enabling quick status checks and edits, while also serving as a comprehensive platform for managing workflows and associated features.

Accessing Workflow Design (WD)

To access Workflow Design, click on the pen icon on the left menu and select Workflow Design. This component replaces the deprecated Workflow Repository.

You have now entered the new Workflow Design. If you have no workflows on your tenant, you can create a new workflow by pressing the New workflow button on the right top or the Browse files button on the bottom which has the same functionality.

Workflow overview

The Workflow overview comprises two tabs: Active workflows¹ and Archived workflows² alongside the + New Workflow³ button.

New workflow

The + New workflow button empowers designers to import either new workflows or existing workflows with modifications directly from the modeller.

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

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

Table columns

Column name	Description

Column name	Description
Name	Shows the name of the workflow.
Description	Describes the workflow, which can be modified in the workflow properties.
Status	Indicates whether a workflow is status:STARTABle or status:Not Startable. A workflow is considered startable if there exists a published version and not startable if no published version is available.
Last Modified	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

Button name	Description

Button name

Description

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. Preview:
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.

Table columns

Column name	Description

Column name	Description
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.

Action Buttons

Button name	Description

Button name

Description

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

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.

Main navigation

The main navigation of Workflow Design provides the following options to the designer:

Reference	Attribute	Description

Reference	Attribute	Description
status:1	Version Select	Allows the designer to quickly switch between the workflow version. Additionally contains the status of the version. Click here to learn more.
status:2	Import	Allows the designer to import process models (`BPMN`, `SVG` or as `ZIP`) forms (`JSON` or as part of `ZIP`).
status:3	Export	Allows to export the workflow as `ZIP`.
status:4	Publish/Copy button	Depending on the status of the workflow the button switches between the options. Publish when the workflow has the status status:Unpublished Copy when the workflow has the status status:Last published or status:Published.

Content area

The content of the Workflow details consists of three tabs:

Reference	Attribute	Description

Reference	Attribute	Description
status:1	Process Model	Where the designer can edit the process model.
status:2	Form	Where the form associated with the workflow can be edited.
status:3	Version History	Where the history of the workflow versions can be viewed.

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.

Documentation EN

Workflow Design

Introduction

Accessing Workflow Design (WD)

Workflow overview

New workflow

Active workflows

Table columns

Action Buttons

Archive workflows

Table columns

Action Buttons

Workflow details

Main navigation

Content area

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