Adding nodes and connection lines to the canvas

You use the Workflow Designer or Workflow Designer (Advanced) application to create a workflow process by inserting nodes and connection lines on the Workflow canvas.

Before you begin

Select one of the following options to enable editing on a workflow:

Options Step
To create a workflow process Click New Process.
To configure a process that is enabled and activated Select the process you want to revise and click Create Process Revision.
Parent topic: Creating workflow processes

Using Workflow Designer application

Procedure

  1. On the Workflow Designer application toolbar, select Move/Add Nodes.
  2. Drag a node onto the canvas.
  3. To edit the properties of the node, double click the node, and edit the properties in the Node Properties window.
  4. Repeat steps 2 and 3 to place other types of nodes onto the canvas.
  5. To reposition nodes, drag the node you want to move.
  6. On the Workflow Designer toolbar, select one of the following connection tools to create connection lines between nodes:
    1. Click Connect Nodes to add a positive connection line.
    2. Click Connect Nodes with a Negative Action to add a negative connection line.
  7. Click a node and drag the line to another node. Lines must travel from one node to another node. The lines indicate the path for records to follow in the workflow process. The type of lines and the number of lines you can draw from each node varies depending on the type of node.
  8. Click Save Process.

What to do next

After adding nodes and connection lines, the next step is to validate the process to ensure its structural integrity.

Using Workflow Designer (Advanced) application

Procedure

  1. On the Workflow Designer (Advanced) application toolbar, click the toolbar button for the node you want to add.
  2. Click the location on the canvas where you want to place the node.
  3. To edit the properties of the node, double click the node, and edit the properties in the Properties window, or right-click on the node and select Properties.
  4. Repeat steps 2 and 3 to place other types of nodes onto the canvas.
  5. To reposition nodes, drag the node you want to move to its new location.
  6. On the Workflow Designer (Advanced) toolbar, select one of the following connection tools to create connection lines between nodes:
    1. Click the Positive Connection toolbar button Connect Nodes tool to add a positive connection line.
    2. Click the Negative Connection toolbar button Negative Connection tool to add a negative connection line.
    The positive and negative connection buttons are 'sticky'. You can continue to connect nodes together, until you click a different toolbar button. You can click the connection toolbar button again to release the 'sticky' behavior and return to the selection tool.
  7. Click the source node to start the connection, then click the target node to finish the connection, and draw the connection line between the two nodes. Lines must travel from one node to another node. The lines indicate the path for records to follow in the workflow process. The type of lines and the number of lines you can draw from each node varies depending on the type of node.
  8. Click Save Process.

What to do next

After adding nodes and connection lines, the next step is to validate the process to ensure its structural integrity.

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