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Building and Configuring Workflows
Workflow Design Basics
Workflow Design Basics
Workflows are configured collections of subprocesses, activities, reference data, and functional resources that are used to complete the defined process from start to finish.
Workflow Editor User Interface
The Workflow Editor tab displays the graphic interface for creating and editing a workflow, as well as navigating between panels during configuration.
Perform Page Setup

Workflow Products Documentation

Building and Configuring Workflows
- Workflow Design Basics
  - Workflow Design Basics
    Workflows are configured collections of subprocesses, activities, reference data, and functional resources that are used to complete the defined process from start to finish.
    - Bind a resource property to a workflow or subprocess
    - Add an expression to a workflow or subprocess
    - Remove a bind, expression, or property value from a workflow or subprocess
    - Workflow Binds
      A binding allows you to specify the source from which the actual value will be obtained. When the value for the source changes, the bound property value will automatically update, as well.
    - Workflow Expressions
      A workflow expression is an algebraic expression that defines a calculation that the system performs at run time. Workflow expression syntax allows you to manipulate strings, test for relationships and conditions, and perform arithmetic calculations.
    - Workflow Literals
      A literal value allows you to enter a static value for the resource you are configuring.
    - Workflow Properties
      You can use properties to further define the resource you are configuring.
    - Limits for Workflows
      There are restrictions to the elements that comprise a workflow. These limits ensure a quality functioning workflow.
    - Workflow Editor User Interface
      The Workflow Editor tab displays the graphic interface for creating and editing a workflow, as well as navigating between panels during configuration.
- Workflow Foundations
- Task Management for Administrators
- Task Configuration
- Task Step Configuration
- Global Subprocesses
- Basic Activities
- Schedules
- Faults
- Test Workflows
- Debug Workflows
- Track Data
- Web Services Service Provider
- Legacy Workflow Web Service
- Categories
- Completion Codes
- Actuals
- REST APIs

Perform Page Setup

Before you begin

In Page Setup, you can format the following:

paper size and source
page orientation and view
margins
page scales
header and footer

A resource must already have been added in order to select it from this list. For more information, see Add a resource to the workflow model.

Procedure

In the navigator, click Workflow.
In the Folders list, select a resource type, such as Workflows, Subprocesses, Schedules, User Activities, Categories, Completion Codes, Faults, or Filters.
In the resource type list, select a resource.
In the Displays panel, click Workflow Management > Workflow Editor.
On the toolbar, click Page Setup.
The Page Setup dialog box appears.
Select the appropriate page and header/footer settings.
Optionally, click Printer to set printer settings and to print.
Click OK.