Workflow Builder
The Workflow Builder organizes workflows by the module with which they are associated. It shows a list of the workflows associated with whichever module is selected. You can select a module by clicking its name on the left side of the Workflow Builder. Clicking the name of a module causes workflows associated with the module or one of the business objects in the module to be listed on the right side of the Workflow Builder.
Most workflows are associated with a particular business object in a module. If many business objects in a module have associated workflows, you may prefer to select just one business object and see just the workflows associated with that business object.
If you do not see the names of business objects in the relevant module, click the plus sign (+) next to the module's name to expand the list. The business objects in the module now show under the module's name. Also the plus sign (+) next to the module name changes to a minus sign (-). To contract the list of business objects, click the minus sign (-).
- New
- Click this action to create a new workflow.
- Copy
Sometimes, you want to create a new workflow that is similar to an existing workflow. It is easier to create a similar workflow by starting with a copy of the selected workflow and modifying it.
Clicking the Copy action creates a new workflow that is a copy of the currently selected workflow.
- Publish
Click this action to make the selected workflow available for use. New workflows are not available for use until they are published.
When you modify an existing workflow, the modified workflow is not automatically put into use. The modified revision of the workflow does not replace the revision of the workflow currently in use until the modified revision of the workflow is published.
Publishing is described in "Create-Publish-Revise cycle".
- Revise
The Publish action sets the state of a workflow to Published. As a safeguard against unintentional modification, while the state of a workflow is Published you cannot modify the workflow.
If you want to revise a published workflow, click the Revise action. This changes the state of the selected workflow to Revision In Progress. While the state of the workflow is Revision In Progress you are allowed to modify the workflow.
For more information workflow revisions, see "Workflow revisions." Revising is also described in "Create-Publish-Revise cycle."
- Retire
Clicking the Retire action takes the currently selected workflow out of use. It can be put back in use by publishing the workflow again.
If the workflow to be retired is referenced by a Call Workflow task in another workflow, the system displays a warning. Retiring is allowed after confirmation. To see the list of workflows calling the selected workflow, open the workflow's Start task and click the Callers action on the Workflow Properties section bar.
- Delete
Clicking the Delete action deletes the selected workflow.
If the workflow to be deleted is referenced by a Call Workflow task in another workflow, the system displays a warning and will not allow the deletion. To see the list of workflows that call the selected workflow, open the workflow's Start task and click the Callers action on the Workflow Properties section bar.
- List Active Instances
- Shows the record of the selected workflow being run.
- List All Instances
- Shows instances of this workflow that are still running.
- List All Revisions
- Shows all revisions of this workflow. The system creates a history record whenever you change a workflow. For more information, see "Workflow Revisions."
- Where Used
A window pops up showing what references or uses the selected workflow. The fields displayed are: Name, Type, Module, Object, Form, Action, and Additional Information. The Type could be other workflows, business object pre-create workflows, smart section workflows to initialize a record, form pre-load workflows, form query section workflows, form Gantt section workflows, form availability legacy section workflows, form stacking section pre-move workflows, form availability section workflows, form calendar section workflows, form action workflows and pre-form workflows, query action pre-create workflows, state transitions, and manager action pre-create workflows.
If you want to export the information in the Where Used window, click the Export Usage action at the top of the window. You will be offered the choice of saving or opening a csv file. Clicking the linked object opens the builder for the reference for most object types.
Refer to "Deleting fields" for a list of references reported by Where Used.
The workflow editor allows you to view or modify a workflow. Clicking the New action causes the workflow editor to pop up so you can edit the new workflow. To modify or view an existing workflow in the workflow editor, click the workflow's name in the Workflow Builder.