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  1. Click Build → New Configuration. Select Workflow from the Configurations dialog or click the

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     (New) button in the upper left part of the Workflow Template window.

  2. Select a Workflow TypeBatch, Realtime, or Task, and then Ok.

  3. Click Add agent to open the Agent Selection dialog, and select the agents for deployment.

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Options

Description

Opens the Agent Configuration dialog where you can add or edit the settings and configuration values for the selected agent. You can also double-click the agent itself to open the Agent Configuration dialog.

In a read only configuration mode, you can proceed to edit directly on the agent configuration dialog. To save, click Edit on the dialog bar as shown below.

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A read only agent configuration dialog

Note

Note!

By clicking Edit on the dialog bar, the system will validate if any other changes have been performed and saved on the same agent and prompt a version change dialog. You can then decide to accept the saved changes and discard your local changes or choose to have your local changes overwrite the other version.

Removes the agent and all its stored configuration. This action will not prompt you with any dialog and it is final so be absolutely sure that you want to remove the agent.

Opens a dialog with an option to route the selected agent to another agent.

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Connect agent to dialog box

Brings up an information dialog that displays parts of the agent's configuration.

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Agent information dialog

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Options

Description

Opens the Edit Route dialog where you can then edit the route name and route style. You can also double-click the route itself to open the Edit Route dialog.

A route name is modified by typing a new name. Route names must be unique within a workflow configuration and may only contain the a-z, A-Z, 0-9, "-" and "_" characters.

You can also change the appearance of the routes by selecting from the following Route Style options; Orthogonal, Bezier, or Straight. The default route style is Bezier .

Note

Note!

In a real-time workflow a fourth kind of routing type appears by default when a response is returned to an agent that sent out a request. The route is shown as a dot-dashed line.

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Edit Route dialog box

Removes the selected route.

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