Workflow Creation window
  • 05 Nov 2024
  • 2 Minutes to read
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Workflow Creation window

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Article summary

The Edit a Workflow window is where you can build a workflow. Let us see the elements of this window.

Number

Name of the UI Element

Description

0

Name of a transition

This is the name of the transition you are defining below.

1

Fail transition on activity errors check box

When you select this check box for a transition that you are defining, if an error occurs when any activity of that transition is in progress, then then entire transition fails. For example, if the activity isn’t configured properly, or if the activity tries to act on data that doesn’t exist, then this checkbox, if selected, will make the workflow end abruptly.

2

Treat error as critical check box

When you select this check box for a transition that you are defining, if an error occurs when the activity is running, then the error is considered as a critical one. The workflow thus comes to an abrupt end.

3

and icon buttons

These icons are there in Activities, Conditions and Data Capture tabs. When you click the icon button in a new function is added based on your selections in subsequent prompts. Similarly, when you click the icon button, the selected function is deleted from the transition.

4

Copy From transition button

This button is displayed in the section where we define a transition. When you click this button, you have the option of selecting another transition (of the same workflow) from which the activities, conditions and data captures are copied into the current transition.

However, when you select this option, if you have defined any activities, conditions or data captures, previously, they will be replaced by the values being copied.

5

Delete transition button

This button is displayed in the section where we define a transition. Hence, when you click it, the entire transition that you are defining is deleted.

6

Delete button for workflow

This button is applicable to the entire workflow. When you click the window the entire workflow is deleted in the entire system.
This means that if this workflow has been defined for any other entities such as folders, jobs, etc., it will be deleted there too.

Use caution while using this feature.

7

Copy workflow button

This button is applicable to an entire workflow. When you click this button, you can select the list attribute to which you want to copy the workflow that is defined on the current attribute.  Note that only the states are copied. If the attribute to which the workflow is being copied has some existing states (or list values), then the states from the attribute you are copying from get appended to the list of existing states.
For example, say you want to copy the workflow from A list attribute to B list attribute. For this you select A attribute, and click the Copy workflow button, and select B attribute from the Select the destination attribute window. The result will be that the states of A attribute get added to the B attribute. Now if B attribute already has some defined states, then A’s states get added to the existing states of B.    

 

8

Add all states button

When you click this button, all the options of the list attribute that you are using to build the current workflow, are added as boxes to the space where you can diagrammatically build the workflow. You can then join them with arrow marks which represent the transitions.    

9

Add state button

When you click this button, you can add one chosen state at a time.


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