Workflow Designer Quick Tour

The Workflow Designer (WFD) is the main AutoMate BPA application used to create graphical workflows that automate IT and business processes. Workflows are modeled and designed with objects such as tasks, conditions, evaluation objects and flow control arrows. Depending on the user's preference, design can remain basic, where tasks and conditions are simply named and connected with arrows, or it can be detailed where tasks are developed, multiple machines specified, and evaluation objects used for decision making during workflow execution.


New objects can be added by simply dragging the desired object from the Available Objects pane onto the Workspace. Pre-existing objects can be added by clicking the Repository button and dragging the desired Repository object to the Workspace. Once added, an object's properties can be edited and the proper Agent or Agent Group assigned. Objects can be linked to other objects using the appropriate Flow Control arrows (i.e. Success, Fail, and Result). Workflow execution can be set to run automatically by adding one or more Events or Conditions in the beginning of the Workflow.


*Click a section of the image or associated links provided below to view more details.

Sections of the Workflow Designer

The Ribbons/Toolbar section contains the command buttons and icons as a set of tabs, each grouping relevant WFD options and commands. They allow you to save, run and update workflows as well as modify the design and behavior of the WFD and a variety of other options.

The Available Objects Pane (left window pane) contains all of the available objects that are used to construct a graphical workflow including tasks, events, conditions, flow control arrows and more.  

The Workspace (top-right window pane) is the main section of the WFD used to design and organize the graphic representation of the flow of work in a process and its related subprocesses, also known as a flowchart. The Workspace graphically specifies what tasks need to be performed, in what order and what events or conditions should be used to automatically start the process.

The Output/Shared Objects Pane is used to debug a workflow that is executed manually via the WFD. The Output tab provides real-time information regarding the running workflow. This area is also used to define and debug shared variables, datasets or arrays assigned to the workflow.

See Also

Server Management Console Introduction

Workflow Designer

Building a Workflow