Adding steps in IBM FileNet Process Designer to integrate into activities

FileNet P8 Content Platform Engine supports extended workflow features that the Case Builder does not support. You can edit your solution workflows in IBM FileNet Process Designer, and later continue working in the Step Designer.

To add steps in IBM FileNet Process Designer:

1. Open IBM FileNet Process Designer by using one of the following methods:
   • From the Manage Solutions page in Case Builder, click Open Process Designer from the More menu located at the bottom menu of your solution.
   • Edit your solution, go to the Activities page, and then select Open Process Designer, which is located after the Edit Steps option.
   You can then browse to the solution definition, case type, and workflow activity.

   Tip: If you open IBM FileNet Process Designer by clicking its icon on a specific activity in the solution's Activity page, you can edit the workflow for that activity and other activities in the case type. However you cannot view Configuration, Roles, or In-baskets. If you open IBM FileNet Process Designer at the solution level in Manage Solutions and select the case type, you can add workflows, roles, in-baskets, and other items. In addition, you can open different case types without closing IBM FileNet Process Designer.

   Restriction: Do not open a workflow in Step Designer at the same time that you open the workflow in IBM FileNet Process Designer. Never open the PE Configuration file or the XPDL file in another application when the solution is open in Case Builder.
2. Add or edit steps as required for your business requirements.
3. Click Validate.
4. To save and close the file, choose File > Solution > Save and close .
5. Exit IBM FileNet Process Designer.
6. Optional: Review the activity in Case Builder.