Create a workflow

Search for	Example	Results
A single word	`cat`	Topics that contain the word "cat". You will also find its grammatical variations, such as "cats".
A phrase. You can specify that the search results contain a specific phrase.	`"cat food"` (quotation marks)	Topics that contain the literal phrase "cat food" and all its grammatical variations. Without the quotation marks, the query is equivalent to specifying an OR operator, which finds topics with one of the individual words instead of the phrase.

Search for	Operator	Example
Two or more words in the same topic	`AND` `and` `+` (plus symbol) `&` (ampersand)	`cat AND dog` `"cat food"+milk` `"cat food"&"dog food"`
Either word in a topic	`OR` `or` `\|` (pipe)	`cat OR dog` `cat \| dog`
Topics that do not contain a specific word or phrase	`NOT` `not` `!` (exclamation point)	`NOT cat` `! dog`
Topics that contain one string and do not contain another	`^` (caret)	`cat ^ mouse`
A combination of search types	`( )` parentheses	`cat + (dog \| mouse)` `cat \| dog + (! mouse)`

Applies to User Roles:

System Administrator

Implementer

Note You can create a workflow only in the web client.

After you have a basic workflow, you can then modify it by adding additional phases, transitions, rules, and actions to match the business process.

You can click Zoom in or Zoom out in the toolbar either to zoom in or zoom out in the workflow page.

To create a workflow, follow these steps:

Click Tailoring > Process Designer > Workflows.

Click New.

Type a name for the workflow. For example, demo_Workflow.

Note You cannot modify a workflow name once it is set.

Type a description for the workflow.

Select an Service Manager table from the drop-down list to associate the table with the new workflow, for example kmdocument.

Note You can use the kmdocument table to manage the Knowledge Management document process. You can use the WorkflowDemo table to explore Process Designer capabilities.

Click OK. The new workflow demo_Workflow appears in the Workflows list.

Note

Micro Focus Proprietary workflows are accompanied by our company logo in the workflow list. Non-Micro Focus Proprietary workflows are not accompanied by a logo.
If you want to edit an Micro Focus Proprietary workflow or use it as a model, create a copy of the Micro Focus Proprietary workflow.

After you created a basic workflow, modify the Object record of the table for the new workflow.

Note Modifying the Object record is only required for the Knowledge Management module. All other modules that use Process Designer set the workflows in each of the Category records. For other modules using Process Designer, update the category record.

To modify the object record, follow these steps:

Click Tailoring > Document Engine > Objects.

Under File name, provide the table name of the associated workflow. For example, "kmdocument."

Select In Object in Workflow Location drop-down list.

Select the workflow name in Workflow drop-down list.

Click Save.

Related topics