To create a new workflow

1.  Drag the Process Designer control from the Toolbox onto the Web Form’s Designer surface.

2.  In the Properties pane, enter the new application name in the ApplicationName property field.

3.  Next, enter the new workflow name in the WorkflowName property field.

4.  Browse to the Web Form in which the Process Designer control is embedded.

This displays the Process Designer screen.

5.  In the Process Designer screen, add the content and variables to the Start action of the workflow. These will be visible in the content and variables collection for the other actions.

6.  Click on the Resource Actions option in the Toolbox to open the corresponding menu.

7.  From the Resource Actions menu, click on the actions to be added to the workflow process. The icon corresponding to the action is displayed on the Design Area. For example, you can click on the Approval tool. This will display the Approvaln icon in addition to the Start icon (where n is the Approval number) e.g. Approval1.

Note By default the Workflow Manager screen shows the Start action icon on the Design Area.

8.  Select Approval1 action and click the Link tool in the Toolbox to link the two actions.

This opens a pop up in which you can set the link.

9.  In the pop up specify the action to which you want to link the selected action i.e. Approval1. If you select Start, a line connects the icons of the two actions to indicate the link.

10.  Select the Approval1 action and set the properties in the corresponding fields in the Properties pane.

11.  Click Save to save the newly entered properties.

For details on setting the properties for different actions refer to the corresponding topic in Actions Quick Reference.

12.  Repeat steps 6 to 11 to add more actions as needed.

13.  Click the Deploy button in the Tool bar to save and deploy the newly created workflow to the Production area.

Note Newly created workflows are automatically saved in the Staging area of the Process Designer. To execute the workflow and make it available for other applications you must deploy it to the Production area.

14.  Now click on the Start (u) button in the Web Form toolbar or press <F5> to run the application.