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Version: 4.2

Workflow Designer

Overview​

This is the main screen used to design, save and test workflows.

main

Workflow designer​

This is where you will graphically design your workflow.

designer

Workflow menu​

This menu lets you run, show/hide the event viewer, save, version, duplicate and document your workflows.

action_panel

Run
Run the current workflow version and stay in the current page.

Event viewer show/hide
Show or hide the Event viewer

Save
Save the current workflow version and stay in the current page. The workflow is available instantly for execution.

Save and quit
Save the current workflow and display the Workflow list.

Duplicate
Duplicate current version and create a new workflow.

Export
Export the workflow to a local file for backup or transfer.

Document
The workflow designer supports the documentation tool

Create version
Create a new version of the workflow. You will be prompted for a comment. Enter a short and descriptive text.

version

Workflow to task

Go back to Workflow list
Return to Workflow list without saving any modifications.

Workflow attributes​

This part let you describe and change the thumbnail of your workflow.

attributes

Name
This is the name of the workflow.

Description
Free text description.

Category
Let you assign a workflow to a specific category. No impact, it is design to make navigation simpler.

Active
Defines if the workflow can be triggered or not.

Sticky notes​

The workflow designer supports sticky notes

Task library​

Contains all the tasks that are installed in your system. Content may vary then.

tasks_library

Root task​

The Root task is created automatically and can't be deleted. This is where the workflow execution will start (see Root task doc for more information).

Opening a workflow​

From the Workflow Designer list, click on the Workflow name to open a saved workflow.

opening

Display a workflow in full-screen​

To display the current workflow in full-screen mode, double-click on the black background of the designer.

fullscreen

To go back to normal display press ESC or double-click again.

Task block​

A task block​

A task represents a single task to be executed. To add a task in your workflow, select a task in the task library and drag it to the designer panel.

task_bloc

Moving a block​

To move a block, put your mouse over the center of the task and wait for the cross cursor. Then click and drag your task around.

Moving some blocks​

To move several blocks, select them and drag the group.

Resizing a block​

To move a block, put your mouse over the tasks edges and wait for xx cursor. Then click and drag to resize it.

Press Command Key and click the link pod to move around the block.

Linking a task to another​

You can drag the link from the link pod, or you can drag an already existing task or one from the task library next to the link pod of a task.

linking_tasks

You can drag an already existing task or one from the task library onto an already established link.

linking_tasks

Task parameters​

Most tasks parameters could be either a static string delimited by simple or double quotes or a python expression that will be interpreted at runtime.

tasks_parameters

Example: Copy file parameter.

The message could be static string:

"this is a message"

or any Python expression needed for your workflow.

"{} value".format(loop_value)

Parameters not evaluated​

White background Input field are not evaluated.