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Click Build → New Configuration. Select Workflow from the Configurations dialog or click the
(New) button in the upper left part of the Workflow Template window.
Select a Workflow Type: Batch, Realtime, or Task, and then Ok.
Click Add agent to open the Agents selection dialog.
Click on the agent from the Agents selection dialog to deploy the agent to the template.
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Label | Description | ||
|---|---|---|---|
 | This label identifies the workflow as a Batch workflow. This label is mutually exclusive to Realtime and Task. | ||
 | This label identifies the workflow as a Realtime workflow. This label is mutually exclusive to Batch and Task. | ||
 | This label identifies the workflow as a Task workflow. This label is mutually exclusive to Batch and Realtime. | ||
 | This label identifies the workflow as a Read Only workflow. Read Only workflows will be locked from any editing and you must click on the | title | Unknown Attachment|
 | This label identifies the workflow as a valid workflow. For more information about validation, refer to Workflow Validation.status | ||
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Clicking on a route in the workflow template provides you with a couple of options.
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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 .
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  | Removes the selected route. |
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Clicking an agent in the workflow template provides you with a few options.
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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.   A read only agent configuration dialog
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| 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.  | |||||
|  | Brings up an information dialog that displays parts of the agent's configuration.  |
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Workflow template visualization toolbar
Options | Description |
|---|---|
  | Zooms in on the workflow template. |
  | Zooms out of the workflow template. |
  | Centers the workflow template so that all agents and routes are visible on the canvas. |
  | Displays all the keyboard shortcuts that you can use within the workflow template. |
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