Tabs Overview

The Workflow Designer interface includes a ribbon that has tabs that display options that you can use to create and manage your workflows. The following tabs are available.

Home Tab

Use the Home tab to access the design canvas so that you can add objects to your workflow and configure their properties.

To add a state or approval state object, click the object that you want on the ribbon, and then click the location on the design canvas where you want to place the object. After you create the object, you can resize it and move it by using the sizing handles.

To add a transition object, click the transition object on the ribbon, point to the first state or approval state object that you want to connect it to until the sizing handle appears, drag the transition object to the second state or approval state object that you want to connect it to until the sizing handle appears, and then drop the transition object.

The following options are available:

Selection: Changes the cursor to a pointer so that you can create, move, and edit objects.

State: Adds a state object to the design canvas and displays the State properties pane.
Approval: Adds an approval state object to the design canvas and displays the Approval State properties pane. By default, the approval state object includes two transition objects that are named Approve and Reject.
Transition: Adds a transition object to the design canvas and displays the Transition properties pane.
Text: Adds a text box object to the design canvas and displays the Text properties pane.

Paste: Pastes the cut or copied object from the Clipboard.
Cut: Cuts the selected object and places it on the Clipboard.
Copy: Copies the selected object and places it on the Clipboard.

Validate Workflow: Runs a verification check for the workflow. If there are errors, a message is displayed that describes the errors so that you can fix them.

For more information, refer to Workflow Designer Objects.

Tabs Overview

Administration Tab

Home Tab

Format Tab