Procedure
- From the page, click the name of an existing workflow.
WorldServer launches the Workflow: <name> page, displaying the name and a description of the selected workflow, as well as an image of the workflow itself.
- Edit the name and description of the workflow, as desired.
- Click Launch Workflow Editor to modify steps and transitions in the workflow.
- To modify a specific step or transition, either:
- Double-click the element.
- Select the element and press Enter.
- Select the element, and click .
- Select the element and click the Properties icon.
Make desired changes and click
OK.
- Cut, copy, paste, delete, or select all elements using items on the Edit menu, or respective icons.
- Click or Save As, or click the Save icon to save the workflow. If prompted, give the workflow a new name.
- Select a Workflow Type:
- Asset Based. (Default) Use this type for most workflows.
- Term Based. Use this type to create workflows for a term or term-entry validation process.
- Quote Based. Use this type to create workflows for an automated quote-approval process.
- Click the
X in the upper right corner of the window or press Alt+F4 to close the Workflow Editor.
- Click Save to save all changes.
Results
WorldServer returns to the page.