Managing Workflows
Perform workflow management – creating, editing and deleting – by navigating to in WorldServer. You must have the appropriate privileges to change workflows.
The Workflows page appears, listing the existing workflows.
The following table describes the actions you can perform on the Workflows page:
| Action | How to perform the action |
|---|---|
| Create a workflow | Click Add to display the Workflow Editor. The Editor starts with a new workflow template including Start, Finish, and Cancel steps. |
| View an existing workflow | Click the name of the workflow on the Workflows page.
|
| Edit an existing workflow | View the workflow, and then click Launch Workflow Editor to start the Workflow Editor. The Editor is populated with the existing workflow. |
| Rename a workflow | View the workflow. In the Name field, edit the name and click Save. |
| Create a copy of a workflow | View the workflow. Click Launch Workflow Editor. In the editor, click and provide a name for the copy. |
| Delete a workflow | Select the check boxes next to the names of the workflows you want to delete and click Delete. You are asked to confirm the deletion. |