Workflow designer

Available in: Ribbon > Organize > System

Edit the existing workflow templates in this dialog box. Select a template to open the template in the graphical view.

Information: Some tools are only available when you are in editing mode. Click Edit workflow template to enable editing mode.

The workflow designer consists of the following areas:

1 Templates: All available workflow templates are listed in the Templates column on the left-hand side. Click an entry to open the graphical view. The workflow is displayed as a diagram in the middle of the dialog.

To show technical workflows, set a check mark in the check box.

Information: You can show or hide the Templates column using the double arrow icon.

The column also contains the following buttons for managing workflow templates:

  • New: Create a new workflow template.
  • Copy: Copy a workflow template selected in the Templates list to copy the settings contained in it. Apply the included settings with this.
  • Versions: This is where you manage the versions of a workflow template.
  • Permissions: This is where you make the permission settings for the workflow template.
  • Load: Load an already created and saved workflow template.
  • Save: Save the workflow template externally.
  • PDF output: Create a PDF overview of the workflow template.
  • Delete: Delete the selected workflow template.

2 Workspace: In the workspace, the workflow templates are displayed in the graphic view. You can see the stations (nodes) and elements of which a workflow consists and you can see how the stations are connected.

3 Toolbar: This is where you find the tools for creating and editing a workflow template.

4 Node editor: This area contains a preview window and the Node settings area. Define the settings for the individual workflow nodes in the Node settings area.

5 Status bar: This is where you find the ID of the workflow template, the current version, and the node ID of the currently selected workflow node.

Apply: Click Apply to save the changes. The dialog box remains open.

OK: Click OK to close the dialog box.

Cancel: Click Cancel to close the dialog box without saving the changes.

Refer to the ELO Java Client Workflow manual for more information on creating workflow templates.

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