Adding nodes and connections lines

You create a workflow process by inserting nodes and connection lines on a workflow canvas.

About this task

Each workflow process includes start nodes and stop nodes. Start nodes and stop nodes do not carry user-defined information. The other types of nodes carry user-defined actions.

1. Select one of the following options:

   Options	Step
   To create a workflow process	Click Create a Workflow Process.
   To configure a process that is enabled and activated	Select the process you want to revise and click Create Revision.

2. To add a node, select one of the following options:

   To Add a Node	Step
   In the Canvas tab	On the Workflow Designer toolbar, select Move/Add Nodes and drag the node onto the canvas.
   In the Process tab	Click New Node.

3. To edit the properties of the node, select one of the following options:

   Option	Step
   In the Canvas tab	Double click the node, and edit the properties in the Condition Node Properties window.
   In the Process tab	Click the Edit Properties icon.

4. Repeat step 2 to place other types of nodes onto the canvas.
5. To reposition nodes, in the Canvas tab, drag the node you want to move.
6. On the Workflow designer toolbar, select one of the following connection tools to create connection lines between nodes:
   1. Click Connect Nodes to add a positive connection line.
   2. Click Connect Nodes with a Negative Action to add a negative connection line.
7. Click a node and drag the line to another node. Lines must travel from one node to another node. The lines indicate the path for records to follow in the workflow process. The type of lines and the number of lines you can draw from each node varies depending on the type of node.
8. Click Save Process.

What to do next

After adding nodes and connection lines, the next step is to validate the process to ensure its structural integrity.