3.1 Workflow


A workflow configuration enables you to create a workflow consisting of:


  • A workflow template: the schema of the agents and routes that you draw on the workflow template.

  • A list of workflows that share the same settings and are included in the configuration.

  • The workflow properties:
     

    1. Workflow table: The appearance of the table that displays the list of workflows
       

    2. Error handling
       

    3. Audit settings
       

    4. Execution options
       

Note!

Every workflow configuration is a single entity, regardless of the number of workflows it contains.


To create a new workflow configuration, click the New Configuration button in the upper left part of the Desktop window, and then select Workflow from the menu. Select workflow type and then click Create.

To open an existing workflow configuration, double-click the configuration in the Configuration Navigator, or right-click a configuration and then select Open Configuration(s)....