WFD Main Workspace

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Overview

Workflow Designer's main workspace is the actual canvas used for designing and creating automated business processes which are represented as high-level graphical flowcharts. Depending on the developer's preference, design can remain at a normal level where tasks are added and a triggering event connected, or it can be a more detailed and intuitive construct where multi-machine execution is specified, tasks, processes and embedded workflows are developed and connected with conditional objects.

New objects can be easily added to a workflow by dragging the desired object from the Objects pane onto the workspace. Pre-existing objects can be added by navigating to the desired object in the Repository pane and dragging it onto the workspace. For more information about creating workflows, see Creating Workflows.

Related Topics

Workspace Operations

Object specific operations are enabled upon selection of a specific object from the workspace. These options are located in the Selection tab of the WFD's Ribbons panel.  Right-clicking a particular object also presents the same options from a pop-up menu.

Working with Embedded Workflows

When a sub-workflow object is added to the workspace, a new tab with the sub-workflow's assigned name will appear directly above the workspace canvas, next to the parent (or primary) workflow tab. This provides an easy way to view or edit the objects contained in the embedded workflow as well as switch back and forth between the parent and child workflow. The workspace area becomes populated with the workflow of the selected tab. Multiple sub-workflows can be accessed by simply selecting the tab representing each workflow. Additionally, selecting the icon associated to that workflow from the workspace adds a new Preview tab in the Output/Shared Objects panel (shown below). This provides an easy way to preview the contents of the embedded workflow without actually opening it. The preview image is displayed in the Output/Shared Objects window panel. See Sub-workflow for more details.

Workflow Look and Feel

The main workspace can be customized to fit your needs:

Grid

A grid can be displayed to help position workflow objects and elements symmetrically. Objects can be "snapped" to the alignment grid for precise positioning. The grid's vertical and horizontal spacing can be adjusted as well. Grid options are located in the Options tab of the Ribbon. See WFD Ribbon for more details.

Arrow Customizations

Visual aspects of flow control arrows are customizable. You can choose whether to show or hide text overlays that describe each arrow (i.e. Failure or Success). This option is located in the Options tab of the ribbon under Arrow Text.  Additionally, you can choose whether to use straight arrows or bent (elbow-style) arrows and/or indicate the default arrow type to be attached to a workflow object. These preferences are located in the ribbon's Home tab under the Arrow style and Default arrow type parameters.

Size

The Status bar comprises a zoom slider that lets you proportionally increase or decrease the size of your workflow diagram. If additional workspace is required to view your workflow, the status bar contains toggle controls which can be used to hide specific parts of the interface. To increase the size of the workspace vertically, toggle the appropriate control to hide the Output/Shared Objects panel. To increase workspace size horizontally, toggle the Workflow Objects panel.

NOTE: Non licensed events and conditions will appear opaque. Dragging or double-clicking them will generate an error. For more details about licensing individual events and conditions, see Licenses.

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