Workflow palette and tools
You design workflows using a graphical editor. Before creating a workflow, you should be familiar with the palette and various workflow tools and features. The following table describes the workflow tools in the palette and when you click a component in the diagram.
Icon | Description |
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Hand tool. Grabs and moves a component in the workflow. |
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Lasso tool. Selects multiple components, where you then use the hand tool to drag them. |
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Connector. Logically connects components within the workflow to each other. You can add conditions to the connector when it is the output of an exclusive or inclusive gateway. |
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Start Event. Denotes the start point for the workflow. |
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End Event. Denotes an end point. If you have multiple End Events, all active paths are traversed even when one path reaches the end point. |
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Timer Event. Used for user tasks, functions, and message queues that expect an acknowledgment. If the task or function is not completed, or the message destination does not receive an acknowledgment in a specified time, the workflow proceeds to the designated step. A timer event can be interrupting or non-interrupting. You can repeat the occurrence of a non-interrupting timer event. See Using Timer Events for more information. |
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Exclusive Gateway. Like an OR operator, only one path that results in a true condition is executed. You assign conditions to the output paths. Optionally, you can designate one output path as a Default Flow, which is used when none of the conditional paths are true. See Using Conditions and Scripts for more information about conditions for workflows. |
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Parallel Gateway. Like an AND operator, all paths are executed in parallel. |
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Inclusive Gateway. All true paths are executed. You assign conditions to the output paths. Optionally, you can designate one output path as a Default Flow, which is used when all the conditional paths are false. See Using Conditions and Scripts for more information about conditions for workflows. |
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User Task. Allows you to select an existing task to be inserted in the corresponding incident’s task list. This is comparable to adding a task from a rule. The workflow does not progress beyond this component until the task is completed, unless you use a Timer Event. |
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Child Workflow. Allows you to place an existing workflow within a workflow. This allows you to create smaller workflows that perform a repeatable business process that can be used within more complex workflows. A child workflow can have children workflows. When selecting a child workflow, only those compatible workflows are shown. For example, you cannot embed the same workflow in the workflow, and the object types of both workflows must be the same or compatible. |
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Script. Allows you to select an existing script to invoke. The workflow object type affects which scripts are available to the workflow. |
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Message Destination. Allows you to select an existing message destination to which a message will be posted to be consumed and processed by an action processor. This is comparable to posting to a message destination from a rule. |
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Function. Allows you to select an existing function. It also allows you to create pre-process and post-process scripts for that function. See Using Functions and Associated Scripts for more information. |
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Text Annotation. Available when you click a component in the diagram, it allows you to annotate components with a name or description for clarification. |
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Change. Available when you click a component in the diagram, it allows you to select a different task or message destination. |
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Remove. Available when you click a component in the diagram, it deletes the component. |
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Change Type. Available when you click a component in the diagram, it changes the component type. If you click on a gateway, use Change Type to select a different gateway type. If a connector, you can change it to a Default Flow or Sequence Flow. |
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Change conditions. Available when you click a component in the diagram, it allows you to add or select a different condition for the flow. You can also access the conditions by double clicking the yellow dot on the connector. |
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Default Flow. Available when you click a component in the diagram, this single slanted line indicates that the connector is designated as the Default Flow. A Default Flow connector does not support conditions; if added, the condition is ignored. Connectors that are not designated as Default Flow are considered Sequence Flow. |