Figure 2 Template Builder Interface
The following panes display in the Template Builder window:
Process Tree: This pane displays the steps, transitions and variables added to the template. Users can add steps or variables, and edit or remove steps, variables and transitions.
To perform an action on a step, variable or transition:
Expand the relevant group in the Tree.
Select and right-click an existing attribute.
Select action you want to perform.
Process: This is the main GUI for viewing and creating a workflow template. For more information on creating a workflow template, see “Creating Templates”.
Quick Edit: Select a step or transition to see its properties. This pane allows you to edit process attributes.
To edit the details of steps using Quick Edit:
Click the Process Attribute value in the Quick Edit pane.
The attribute values are selected, indicating Edit Mode.
Modify the value and click anywhere outside the Quick Edit frame to save the new value.
Messages: This pane displays messages if steps or transitions are incomplete. You must resolve any issues listed here before saving the template.
Overview: This pane displays an overview of the entire template.
Step Palette: There are four types of steps in the Step Palette. You can drag and drop the steps into the Process pane.
Decision Step
Mail Step
Manual Step
Command Step
Activities: The activities added in the Activity Manager are shown in this pane and can be added to a workflow template. The user can also add, edit and remove activities. For more information, see Managing Activities.
WARNING:Use caution when editing or deleting an activity that is already in use.
The following icons are used in the Template Builder to represent the steps:
Table 4 Template Builder Icons
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