To create a new Workflow, click on the “New Workflow” button at the top right of the Workflow Management screen. You will be prompted to select the type of initial Trigger and then the Workflow Studio Builder screen will be shown.
To edit an existing Workflow, go to the Action menu for that Workflow and select Edit. The Workflow Studio in Builder view will then open with the exiting Workflow.
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The Builder screen is divided into three main areas. In the screenshot above (click to zoom), on the left are the Connectors that you will use to build the workflow, and the large area on the right is the Workflow structure.
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When you click on any of the Connectors in the Workflow, a sidebar will appear on the right. Use this sidebar to configure the Connectors.
The red and white exclamation marks will show you which Connectors and Tabs contain fields that need to be filled in to make the Workflow valid.
The top right corner row will show you whether or not the Workflow is valid, allow you to publish the workflow, the View History option will let you look through the different saved versions of the workflow.
Once valid, all Workflow changes will be saved automatically.
So if you make changes to the Workflow and you change your mind, go to View History and restore an older version.
Watch this video for an overall description of the Builder view, or go to the Designing A Workflow page to start designing and building.
Zooming, Undo and Redo
The building panel has a number of on-screen controls:
Undo and Redo controls.
Zoom controls.
From left they are:
Reset the zoom back to normal
Zoom On - make all boxes bigger on screen.
Zoom Out - make all boxes smaller on screen.
Full Screen - expand the building panel to take up the whole of the screen area, hiding the connectors in the process. Click again to return to normal.
Zooming can also be done by using your mouse wheel.
Remember, the Workflow is the definition of the Process, and when the Workflow runs it makes an Instance. So the Builder lets you build (and edit) the Workflow Definition, and the Instances let you view current and previous runs.
