Workflow Editor

When you select a policy from the Policy Details list and click Edit Workflow, a Grapher view pane opens in the Workflow editor so you can see and edit the policy activities. You can open multiple policies in the Workflow editor, each in its own pane. This area of the Workflows window has the following components:

• A Toolbar
• A Workflow Components area, with tabs for General activities, Emitter activities, and Extensions on the left
• A Work area and grapher view area where you add and connect activities to create a workflow on the right

Click (between the Workflow Editor and Policy Details) to expand the Workflow Editor area to the top of the window or to restore the policy list and return the editor to its former size.

Click Expand (between the Workflow components and the work Grapher view) to expand the work area to the width of the window or Restore to restore the Workflow components and return the work area to its previous width.

By right-clicking a situation activity in the Grapher view, you can choose to edit the situation specified in the activity. The situation opens in the Situation editor.

Toolbar

Validate

Test the workflow to ensure it is composed logically. The text turns blue for activities that validate successfully.

Any errors are reported in a Workflow Definition Error message. The message supplies the activity ID in brackets, which is displayed in a flyover description when you move the mouse pointer over an activity; followed by the name and the error message. You cannot save the policy until you fix any problems and the workflow passes validation.

Cut

Removes the selected activity or activities and place on the clipboard.

Copy

Copies the selected activity.

Paste

Pastes the contents of the clipboard into the editor

Clear

Removes the selected activities from the workflow.

Undo

Voids the last action (or actions if you continue to click).

Redo

Repeats the last action.

Select

Selection mode. This is a toggle tool. Click it again to turn off selection. Use the Select tool to drag an activity into position or to select it for removal. You can click and drag from one point to the opposite corner to select a group of activities, or use Shift+click to select multiple activities individually.

Perform node layout

Rearranges, as needed, the activities and their connectors to best fit in the view.

Actual size

Returns the view to normal size. Used after zooming.

Fit to Contents

Scales the view so all activities are visible. This is useful when you have added or removed activities.

Zoom in

Zooms in on the view to see an enlarged version.

Zoom out

Zooms the view out to reduce the size and see more in the work area.

Zoom Box

Expands or contracts the view to fit a selected area.

Pan

Pans the view, which selects the entire policy and enables you to move it around the Grapher view.