Workflow Center

Use Workflow Center to create and manage high-level library items, such as process apps, case solutions and toolkits (collectively known as projects). These assets are stored in the Workflow Center repository. You can use the Workflow Center console to maintain the repository, including setting up the appropriate authorization for users and groups.

Workflow Center enables you to work directly with process apps, case solutions, and toolkits. It also has a Basic and an Advanced mode:
  • Use Basic mode (the default mode) for creating and managing case solutions, templates, process apps, and toolkits.
  • Use Advanced mode to perform administrative actions, such as managing connections, users, user groups, and permissions.

For process app and toolkit functions that aren't available in the enhanced Workflow Center or for case solutions you haven't yet promoted to Workflow Center, you can open the classic version of the corresponding tool by using the app switcher in the toolbar.

Important: The tools and the functions that are available in your cloud subscription are based on the functionality in the equivalent on premise product. The topics that are linked to here are in the documentation for the on-premise product.

Authorization

To work with projects in Workflow Center, you must have access to the development environment. If you don't see Workflow Center in your cloud portal, report the issue to your account administrator. In addition, you need one or more of the following roles:

  • To create a process application, you must have the Process App Creators role. If you don't see the Create a process app option or Create New Process App option in classic Workflow Center, your user ID probably doesn't have the correct authorization. Report the issue to your account administrator.
  • To provide users and groups with permission to access individual process applications and toolkits in Workflow Center, you must have the Process Administrators role. For more information, see Managing access to workflow projects.
  • To create a case solution, you must have the Case Administrators role.
  • To install process apps containing automated services or stand-alone automated services, you must have the Operator role.

Create workflow project assets

A project is a collection of assets related to a single work effort. Projects are used for building, sharing, and organizing resources. There are different types of projects that you can combine in a workflow project, which you can then deploy as a single unified solution. For more information about project types, see Workflow projects. For information about creating the various project types, see the following references:

Manage assets in the Workflow Center repository

The repository stores the assets you create in the various business process development tools. The repository also contains case solution assets.

Managing assets includes the following tasks:

Install a workflow project on a workflow server

In Workflow Center, create a snapshot of your process application or case solution and then install the snapshot in the appropriate environment. For more information, see Installing snapshots and Installing snapshots onto a connected workflow server.
Note: If your process application contains automated services authored in Integration Designer or you are installing automated services that aren't part of a process application, install the application .ear file by using the Admin > System Operations > Applications option in the cloud portal. This action requires the Operator role. For more information, see Operating cloud environments. Alternatively, you can also use the Application Management REST API to manage enterprise applications. For more information, see Example: Application Management REST API.