Adding a workflow consists of adding steps and transitions. Configure each step after you add it.
About this task
The new Workflow Editor has a limitation on the number of characters you can enter in text boxes. Thus, you can enter a maximum of 255 characters in small text boxes and 1024 characters in large text boxes. WorldServer will truncate longer values.
Procedure
- In WorldServer, go to
- Select Add.
- In the Workflow Editor, insert steps and place them in the workflow. You can insert multiple types of steps:
- Optional: Cut, copy, paste, or delete steps by selecting the appropriate buttons.
- Connect the steps through transitions.
Tip: Make sure that you create transitions between all the appropriate steps, including Start and Finish.
- Configure each step in your workflow:
- In the new Workflow Editor, you can configure a step by selecting it, and then specifying the appropriate information in the properties pane.
- In the old Workflow Editor, you can configure a step by double-clicking it, and then specifying the appropriate information in the properties dialog box.
Note: Assign human steps and the Auto Error step to the appropriate users or workflow roles. In the new Workflow Editor, you can assign a step to a maximum of 240 individual users. If you need to assign it to more than 240 users, include the users in a workflow role and assign the step to that workflow role.
Also, the name that you enter when configuring the Start step will be the name of your workflow.
- Optional: If necessary, change the way in which your workflow is represented in the new Workflow Editor:
- To select multiple steps and transitions at the same time, select Activate the lasso tool
, draw a rectangle that includes all the steps and transitions that you want to select, and then move those steps and transitions around.
- To zoom in, select Ctrl+Plus sign.
- To zoom out, select Ctrl+Minus sign.
- Select Save or Save as.