Adding workflows

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

  1. In WorldServer, go to Management > Workflow > Workflows.
  2. Select Add.
  3. In the Workflow Editor, insert steps and place them in the workflow. You can insert multiple types of steps:
    Step typeIcon in the new Workflow EditorIcon in the old Workflow Editor
    Human stepThe Insert Human Step button in the new Workflow Editor.The Insert Human Step button in the old Workflow Editor.
    Automatic stepThe Insert Automatic Step button in the new Workflow Editor.The Insert Automatic Step button in the old Workflow Editor.
    Parallel review stepThe Insert Parallel Review Step button in the new Workflow Editor.The Insert Parallel Review Step button in the old Workflow Editor.
    Sub-workflow stepThe Insert Sub-Workflow Step button in the new Workflow Editor.The Insert Sub-Workflow Step button in the old Workflow Editor.
    Parallel sub-workflow stepThe Insert Parallel Sub-Workflow Step button in the new Workflow Editor.The Insert Parallel Sub-Workflow Step button in the old Workflow Editor.
  4. Optional: Cut, copy, paste, or delete steps by selecting the appropriate buttons.
    In the old Workflow Editor, these buttons are on the toolbar, under the menu. In the new Workflow Editor, these buttons are on a toolbar on the lower part of the screen.
    ButtonIcon in the new Workflow EditorIcon in the old Workflow Editor
    DeleteThe Delete button in the new Workflow Editor.The Delete button in the old Workflow Editor.
    CutThe Cut button in the new Workflow Editor.The Cut button in the old Workflow Editor.
    CopyThe Copy button in the new Workflow Editor.The Copy button in the old Workflow Editor.
    PasteThe Paste button in the new Workflow Editor.The Paste button in the old Workflow Editor.
  5. Connect the steps through transitions.
  6. 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.
  7. 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 The Activate the lasso tool button in the new Workflow Editor., 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.
  8. Select Save or Save as.