Documentation Center

Managing Workflows

Perform workflow management – creating, editing and deleting – by navigating to Management > Workflow > Workflows 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:
Table 1. Workflow Actions
ActionHow to perform the action
Create a workflowClick Add to display the Workflow Editor. The Editor starts with a new workflow template including Start, Finish, and Cancel steps.
View an existing workflowClick the name of the workflow on the Workflows page.
Edit an existing workflowView the workflow, and then click Launch Workflow Editor to start the Workflow Editor. The Editor is populated with the existing workflow.
Rename a workflowView the workflow. In the Name field, edit the name and click Save.
Create a copy of a workflowView the workflow. Click Launch Workflow Editor. In the editor, click Workflow > Save As and provide a name for the copy.
Delete a workflowSelect the check boxes next to the names of the workflows you want to delete and click Delete. You are asked to confirm the deletion.