Workflow Designer toolbar

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The Workflow Designer application toolbar buttons provide visual indications of workflow application support and workflow process control. You use these icons to route workflow assignments and to complete workflow assignments.

Route buttons

When you add workflow support to an application, a Route button is added to the application toolbar. Two icons exist for the Route toolbar button, to indicate whether a record is being used in a workflow process. You can customize the Route buttons. If multiple processes exist for an application, you can create different buttons for each process. The Route button icon indicates that the application supports workflow. You can click the icon to route the current record into a process.

The Active route button icon indicates that the current record is under the control of one or more workflow processes. You can click this toolbar button to perform one of the following actions:
  • Complete a workflow assignment.
  • Route the record into another workflow process.

You can customize the Route buttons. If multiple processes exist for an application, you can create different buttons for each process.

Adding workflow toolbar buttons

You can choose one toolbar button to represent all active workflow processes or add separate toolbar buttons for each active process. You can even indicate the order in which these toolbar buttons are displayed, based on your preferences and priorities.

When multiple active processes exist for an object you have the following options:

  • Use a single toolbar button for all active workflow processes. The Start Workflow dialog box opens. Users can select a process from the menu of active processes in the dialog box.
  • Create separate toolbar buttons for each different, active process.
    Note: If you exceed the number of icons that can fit on the toolbar, users see a downward pointing arrow to indicate that a menu of options to choose from is available.

To add a workflow toolbar button, complete the following steps:

In the Workflow Designer application, display a process record.Click the Edit Workflow GO Buttons action. Applications that are associated with the object and support workflow are listed in the toolbar buttons for <object name> table window.
Note: If no applications are listed in the table window, use the Add Workflow To Applications action to add workflow support to the applications.
Click New Row — Enter values in the following fields:
  • Application — Enter the application that displays the button.
  • Process Name — If the button is for a specific process, enter the process name. If you are creating a single button for all active processes, leave this field empty.
  • Sequence — Enter a number that indicates the order that you want the workflow buttons displayed on the toolbar. If you exceed the number of icons that can fit on the toolbar, the sequence number determines the order that each process displays in the menu.
  • Description — Enter a name for the button. When a user moves the cursor over the button, that name is displayed.
  • Toolbar Icon — Enter the file name of the image that you want to use in the toolbar as the Route button, for example, nav_icon_route.gif.
  • Active Icon — Enter the file name of the image that you want to use in the toolbar. The Active icon indicates that the record is under the control of the workflow process. For example, nav_icon_route_active.gif.
Click OK to add the icons to the toolbar for the specified application. Click Save Process.

Standards for graphic files

When you create customized images to use as toolbar buttons, create pairs of icons for each process.

  • Images must be Graphics Interchange Format (GIF) files. Use the GIF format for a transparent background for the icon image.
  • Image resolution must be 72 dots per inch (DPI).
  • Image height for toolbar icons is 17 pixels. The width of the icon can vary from 12 to 26 pixels.