Workflow Administration

To go to the workflow management, click Administration > Workflow.

  • In the Workflow column all workflows are listed
  • In the Task column workflows can be copied, renamed, edited or activated.
  • In the Action column, workgroups can be configured via "Configure workgroups". For further information, please refer to the chapter on workgroups.
  • In the toolbar new workflows can be created.

A workflow can exist in different versions. The versioning ensures that workflows can be changed but jobs which are created previously can use the unchanged workflow. Click next to a workflow name to see the different versions of the workflow. The current workflow version is displayed with next to a version date.

Creating a new workflow

  1. Click Administration > Workflow .
  2. Click Create Workflow in the toolbar. An input mask opens.
  3. Enter the name of the workflow in the Name field.
  4. Click Create. The Workflow Editor opens in a new tab.
  5. For information on creating a workflow, refer to the chapter Workflow Editor.
  6. When the workflow has been created, click Activate in the toolbar.
  7. To enable the workflow for use in the system, click Enable in the Administration > Workflow menu.

Result: The workflow has been created.

Copying a workflow

Copying an existing workflow allows to create a new workflow based on the existing one.

  1. Click Administration > Workflow .
  2. Click next to a workflow. The versions of the workflow will be displayed.
  3. Click Duplicate in the action column next to a workflow version. An input window opens.
  4. Enter the name of the workflow in the Name field.
  5. Click Create. The workflow editor will open in a new window.
  6. Information about creating a workflow with the workflow editor can be found in the chapter Workflow Editor.
  7. When the workflow has been created, click Activate in the toolbar.
  8. To enable the workflow for use in the system, click Activate in the Administration > Workflow menu.

Result: The workflow has been created based on another workflow.

Renaming a workflow

  1. Click Administration > Workflow .
  2. Click Rename in the action column next to a workflow. An input window opens.
  3. Enter the name of the workflow in the New name field.
  4. Click Rename

Result: The Workflow has been renamed.

Changing a workflow

  1. Click Administration > Workflow .
  2. If there is an editable version of the workflow, click edit in the action column next to a workflow. Otherwise, click New version. The workflow editor opens in a new tab.
  3. Information about creating a workflow with the workflow editor can be found in the chapter Workflow Editor.
  4. If the workflow was changed, click Activate in the toolbar.

Result: The new version of the workflow has been saved.

Deleting a workflow

  1. Click Administration > Workflow.
  2. Click next to a workflow.
  3. The versions of the workflow will be displayed.
  4. Click delete in the action column next to a workflow. A security query appears.
  5. Click OK

Result: The workflow has been deleted.

Note: If workflow versions are in process, these versions can be deleted. Activated workflow versions and workflows cannot be deleted.

Disabling / Activating a workflow

Disable active workflows by clicking Disable. Clicking enable activates inactive workflows. Click again to deactivate the workflow.