Workflow
Process workflow screen (activities list view)
Button/Column | Remarks |
New action | Opens the Select an action type window and then the Add action form |
Refresh | Updates the action list |
Delete | Deletes the selected action |
Order | The arrows allow the action display order to be modified within the process workflow |
Name | Action name Click the name to open the Edit action panel. |
Description | Action description |
Previous actions | Lists actions preceding the current action within the workflow |
Next actions | Lists actions following the current action within the workflow A link displays the Edit action form, which lists actions that following the current one. The Add link on the Edit action form displays the action form in edit mode for each following action. |
Process workflow screen (graphical view)
WorkflowGen features an HTML5 graphical process workflow designer, built on the latest HTML5 and SVG standards. It provides a simple user interface and intuitive behavior for a more fluid design experience and enhanced compatibility with different design environments (such as mobile devices).
Toolbar
Icon | Tools | Remarks |
Save the layout | Save the current layout of the workflow diagram | |
Print the diagram | Print the current diagram | |
Add participant | Add a new participant to the process | |
Add action | Add a new action to the process | |
Add synchronization | Add a synchronization action to the process | |
Add end point | Add an end point to the process | |
Add comment | Add a comment to the process | |
Add text | Add text to the process | |
Add break points | Add break points to transitions | |
Choose auto positioning mode | Switch between auto and manual positioning mode for the transition anchors | |
Show assignment methods | Show assignment methods on actions | |
Display vertical swimlanes | Add a vertical swim lane overlay on the graphical view with actions displayed in the participant columns | |
Display horizontal swimlanes | Add a horizontal swim lane overlay on the graphical view with actions displayed in the participant rows | |
Display vertical panels | Add a vertical panel overlay on the graphical view with actions displayed in the participant columns | |
Display horizontal panels | Add a horizontal panel overlay on the graphical view with actions displayed in the participant columns | |
Display color picker | Display a color picker from which you can choose the swimlane/panel and the background color | |
Decrease zoom | Decrease the zoom scale by 15% | |
Increase zoom | Increase the zoom scale by 15% | |
Maximize canvas | Maximize the canvas size | |
Restore canvas | Restore the default canvas size |
Graphical workflow designer functions
Function | Method |
Add an element (action, synchronization, endpoint, comment, text) | Drag and drop the element from the toolbar onto the canvas. |
Delete an element (action, synchronization, endpoint, comment, text) | Click the element, then click the |
Add a transition | Click the action and click the down arrow, then drag and drop it onto the desired action. |
Add a transition loop | Click the action and click the down arrow, then drag and drop the transition onto the same action. |
Delete a transition | Click the transition, then click the |
Add a condition | Double-click the transition. |
Add more than one condition to a transition | You cannot add more than one condition to a single transition. Instead, create a new transition between the actions and add the condition here. |
Update a condition | Double-click the transition or condition. |
Delete a condition | Click the condition, then click the |
Delete a participant | Click the participant, then click the |
Auto positioning mode | Click the auto positioning mode tool then choose one of the options. |
Add a breakpoint | Click the add breakpoint tool then click the transition (breakpoints will be created individually). As well, clicking the breakpoint tool will show all of the existing breakpoints. |
Delete a breakpoint | Click the breakpoint, then click the |
Change the position of a loop transition | Change the position of each of the breakpoints so that the transition points to the new position. |
Change the target/source of a transition | Click the transition, hover over the target/source of a transition until the hand pointer appears, then drag and drop the target/source onto another action. |
Change the loop of an action toward another action | Click the loop, then change the target and the source toward the other action. |
Resize swimlanes | Click the participant, place the pointer over the border between participants, click the border, then drop it on the new position. |
Change the order of participants | Click the participant, then drag and drop it onto the new position (the orange header indicates the new position of the participant). |
Associate actions with participants in swimlanes | Can be enabled and disabled in the Workflow section on the Administration tab in the Configuration panel. |
Zoom | The zoom percentage is displayed in the top right corner of the workflow. |
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