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Visio Workflow Designer interface

Visio Workflow Designer is a Visio plug-in that adds controls for creating Process Definitions.

To access Visio Workflow Designer plug-in, open Microsoft Visio and click the New SDL Tridion Sites Workflow Process Definition button. A customized document and controls appear.

Use the following user interface elements to create the Process Definition:

Tridion Sites Toolbar

A set of custom buttons in the Add-Ins Ribbon tab that allow you to create, open, and save Process Definitions:

IconDescription
New Tridion Sites Workflow Process Definition
Open Tridion Sites Workflow Process Definition
Save Tridion Sites Workflow Process Definition (to the Content Manager)
Save Tridion Sites Workflow Process Definition as (allows you to specify a Publication in the Content Manager)
Save Tridion Sites Workflow Process Definition locally
Tridion Sites Workflow Shapes

A Visio Stencil containing shapes and connectors that you can drag onto the work area:

ShapeDescription
Start Workflow (added automatically when you create a Workflow) indicates the start of a Process Definition. Each Process Definition can contain only one Start Workflow shape.
Manual Activity indicates an Activity Definition for an Activity that a User must perform and that leads to only one Activity (or to End Workflow).
Automatic Activity indicates an Activity Definition for an Activity that a Workflow Agent (which calls code) must perform and that leads to only one Activity (or to End Workflow).
Automatic Decision Activity indicates an Activity Definition for an Activity that a Workflow Agent (which calls code) must perform and that leads to one of several possible Activities (which may include End Workflow). The code determines what the next Activity will be.
Manual Decision Activity indicates an Activity Definition for an Activity that a User must perform and that leads to one of several possible Activities (which may include End Workflow).
Connector shape—connects the Tridion Sites Workflow shapes and activities.
End Workflow (added automatically when you create a Workflow) indicates the end of a Process Definition. Each Process Definition can contain only one End Workflow shape.
Tridion Sites Workflow Process Definition canvas
The Visio work area in which you create and configure the Process Definition.