This function lets us create a new Process Definition.
Navigate to “Process > Definitions > Create”.
A pop-up window opens for configuration. Click the “Create” button to provide a unique definition name. Select the checkbox to open the new definition in the process designer. Click the plus sign icon (+) to add metadata to the definitions (optional).
The workflow can include actions performed by people (user-interactive) and by process steps (non-user-interactive). Workflow participants can interact with the workflow through the designated task list, where the workflow can create a task for a user and remain inactive until the task is acted upon.
Workflows/Processes can be as simple or as complex as your business requires. Create a workflow that the user initiates, or that is automatically triggered by an event or a Form submission.
Below is a screenshot of the FlowWright designer's appearance and functionality. The toolbox steps are organized into categories in the left-side menu pane. The statistical information is displayed in the right pane. The definition owner locks the workflow definition while it is in progress.
Click the “All Steps” category to view steps across all categories, as shown below:
Navigate to the “View > Sort Toolbox Categories” menu option. The toolbox in the left pane is sorted alphabetically.
Note: When the process designer is open for design, the selected definition is locked, preventing other users from editing it. Other users cannot open and edit the definition when it has been "locked" by the definition owner.
Use the Search box to find a process step in the left pane. Drag and drop the process step onto the designer page. The process definition is automatically saved every 30 seconds, according to the configuration.
Use the mouse to hover over the process step to highlight the connection points. Select a connection point, then drag the line to the next process step to complete the connection.
To design the workflow, drag and drop the process step from the toolbox into the design area. Connect the steps by joining the dots. An alert notification indicates that additional “step” configuration is necessary.
Select the connection line to view the “Connection Properties” in the right pane. Configure the link priority value (in ascending order) when multiple steps connect to the Start step. This ensures the connections execute in priority order. You can change the link type by selecting Z-Type, Line, Round, or Junction designs. You can also change the line color, size, and type (solid, dots, or dashed). Note: The process designer prevents self-connections.
In the following example, the process workflow is designed with multiple distinct functional steps. The connection links are organized by label and color.
Expand the Step categories, then hover over the steps to view their descriptions as tooltips.
The “alerts” in Step Properties (on the right pane) indicate that further configuration is required.
Select a process step to view the “Step Properties” in the right pane. The configuration is organized into three tabs: Required, Optional, and Logging. Select each tab and configure it as needed. Click “Save” to apply the changes.
- Required - Displays only the required fields. Configuration is mandatory.
- Optional - Displays all optional fields. Configuration is optional.
- Logging - Displays documentation fields. Configuration is optional.
In this example, the “Required” tab is configured as shown below. Click the "AI Predict" button to have Copilot add new process steps that match your workflow description.
In this example, the “Optional” tab is configured as illustrated.
In this example, the “Logging” tab is configured as shown below. The “Logging” settings are necessary for documentation and for measuring workflow progress and percent completion. This is achieved by configuring the step state and percent fields individually, as shown in the images below.
Save the configuration, then select the “Action > Validate” menu option. The application displays the last saved date and time and alerts you to any incomplete step configurations.
Click the "Refresh" button to update the Process Definitions table.
In this example, the “Connection Labels” are wrapped to accommodate lengthy text.
The "Search" feature helps you navigate to steps on the design page. The user should go to Edit > Search and enter the information in the text box, as shown.
Click the result link to navigate to the design page.
Right-click the step to access the context menu.
Users can perform various operations, such as “Delete, Copy, Duplicate, AI Predict, Save As Template, Export As Template, Compare Snapshots, Swap Steps, Delete All Connections, Create Connections, Create Connections To, Create Connections From, Lock, Transfer Properties, and Help Document,” by selecting a process step and right-clicking it, as shown below:
A brief explanation of the Context menu functions.
| Delete | Remove the step. |
| Copy | Makes a copy of the step in the clipboard. Right-click on the canvas to paste. |
| Duplicate | Duplicate the step. |
| AI Predict | The "AI Predict" uses the Copilot to add new process steps that match your process description. |
| Save As Template | Save the step collection grouped using the mouse cursor as a template. |
| Export As Template | Export the step collection template as XML. |
| Compare Snapshots | Compare the snapshots to understand the changes to the workflow. |
| Swap Steps | Swap the step position on the canvas grouped using the mouse cursor. |
| Delete All Connections | Removes the “from and to” connections. |
| Create Connections | Provides a UI to create a new connection. |
| Create Connections To | Group a step pair using the mouse cursor first; this function creates a connecting line to the target step. |
| Create Connections From | Group a step pair using the mouse cursor first; this function creates a connecting line from the target step. |
| Lock | Cannot be dragged across the designer canvas until the step is “unlocked”. |
| Transfer Properties | Transfer the step configuration to a similar step. |
| Help Document | Navigate to the help page for more information. |
Remove process steps with UI.
On the Process Designer page, navigate to “Edit > Remove Steps”.
A pop-up is displayed for configuration. Use the “Search” text box to find the step. Select the steps to remove using the checkbox. Select the checkbox to create a snapshot before making the changes. Click the “Remove” button to confirm the action.
Click the OK button to confirm. The process step is removed from the designer page.
In the process designer, select the “Actions” menu to access the “Create Instance, Debug, Agent Test, Define Variables, Define Globals, Manage Form Variables, Manage Business Objects, Validate, Unused Variables and Globals, Snapshot Management” features.
In the process designer, select the “Edit” menu to access the “Undo, Redo, Delete, Comment, Definition Comments, Search and Remove Steps" features.
In the process designer, select the “Save” menu to save the definition.
In the process designer, select the “View” menu to access the “Statistics, Show Index, Orphan Step Index, Grid, Page View, Keyboard Shortcuts, Sort Toolbox Categories, Recent steps, Lock Steps, and Invalid Steps" features.
In the process designer, select the “Import” menu to access the “Import Globals, Import Variables, and Import Steps from Snapshot" features.
In the process designer, select the “Export” menu to access the “Export PNG and Export XML" features.
In the process designer, select the “UI” menu to access the “Align, Zoom, Layout Flow, Layout Tree, Layout Organic, Print, and Show or Hide tool tip" features.
