Manually Defining a Workflow

The process of defining a workflow consists of drawing a standard workflow diagram representing the various interdependent function flows (steps) and the transitions between each action box.

Each step in the workflow is defined by drawing a box and then defining the action that it represents.

Each transition between steps is defined by drawing a line between two boxes and then defining the condition, rule or event handler that it represents. The definition of a transition may optionally also specify the action that it performs as soon as it is triggered and before it activates the target step.

One step (action box) in a workflow can be connected to multiple steps by multiple transition lines; and vice versa, many transition lines can connect to a single step. A workflow may also contain one or more starting and ending points.

You can use the following shapes when defining the elements in a workflow:

To define a workflow, refer to the following sections below; alternatively, you can create a workflow using the Automation Workflow Wizard or the Guidance Workflow Wizard.