Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  • Click the Edit Workflow Properties icon on the Toolbar at the top of the workflow work area to access workflow properties for viewing/editing. Refer to Editing Workflow Properties. for  for the details.
  • When you click on a workflow step, a Properties Navigator panel for the workflow step, displays in the lower-left portion of the Workflow Designer. This panel shows information about important properties setup for this workflow step. Not all of the configured properties are shown in this view.
  • Clicking inside a section or clicking on the Edit Step Properties icon in a section of the Properties Navigator immediately displays the property tab for editing.

    Refer to Editing Step Properties for more information.

...

The right side of the Workflow Designer is the work area for the workflows you create. At the top of this area is the toolbar.

...

Toolbar 

The toolbar at the top of the workflow work area is visible when you are designing your workflows but it is not visible to you when you test your workflows or to your users when they access your workflows. Notice the icons on the toolbar. Hovering over the icons displays a tool tip which describes it"s its function. The toolbar includes the following icons:

  • Click the Edit Workflow Properties icon to open  opens the Workflow Properties wizard. For more detail, read Editing Workflow Properties.
  • Click the view View forms generated by the workflow icon allows you to view/edit additional pdfsPDFs such as the W- 4 Employee's Withholding Allowance Certificate. 
  • Click the save Save and test icon to save saves the changes and opens a test window for your workflow without leaving the designer.
  • Click the save Save and exit  icon to save  saves the changes to your workflow and exit exits back to the Forms and Workflows Home Page.
  • Click the Image Removedprint  icon Image AddedPrint allows you to print the whole workflow as it appears in the workflow designer. Clicking the print icon is helpful when customizing the pdf the PDF associated with your form/workflow.
  • Click the cancel Cancel changes icon to discard  discards changes you’ve made to your workflow and exit exits back to the Forms and Workflows Home Page.

...