Create a workflow

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:

  1. Click TailoringProcess Designer > Workflows.
  2. Click New.
  3. Type a name for the workflow. For example, demo_Workflow.

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

  4. Type a description for the workflow.
  5. 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.

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

Note

  • Micro Focus Proprietary workflows are accompanied by a Micro Focus 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:

  1. Click TailoringDocument Engine > Objects.
  2. Under File name, provide the table name of the associated workflow. For example, "kmdocument."
  3. Select In Object in Workflow Location drop-down list.
  4. Select the workflow name in Workflow drop-down list.
  5. Click Save.

Related topics

Workflow transitions
Workflow phases

Add a phase
Create a manual workflow transition