Workflow Design Process Overview - Documentation for Bmc Helix Digital Workplace 22.1

Designing a process workflow

Designing workflows includes the following logical steps:

Step 1: Drag and drop the required workflow elements onto the canvas, and connect these elements by using sequential flows.

Important

Each workflow must start with the Start event and end up with an End event.

If a workflow includes any connector actions, the connections with corresponding systems must be created on the Connectors page. For more details about connectors, see Configuring service connectors.

Step 2: Complete the required process information in the Properties panel.

You must complete the Name of the workflow.

Important

The Enabled check box is selected by default. Enabled workflow can be saved only when there are no validation issues.

Step 3: Complete the required details of each element in a workflow. 

You must complete the required fields in the Input Map section of a selected element.

Each workflow element has a unique input map. Variables can be passed from one element to another in a workflow. For more information, see Data handling in workflow activities. 

Step 4: Save the workflow.

If some of the information in the workflow is not entered correctly, the Validation Issues tab on the Properties panel displays issues that you must be fix before you can save the workflow. You can save a workflow without fixing the validation issues, but the workflow will be disabled (the Enabled check box in General section will be cleared).


For more information, see Designing a simple workflow.

Sophia Al-Mansoor

Sophia Al-Mansoor

Global Business & E-Commerce Reporter

Sophia analyzes international trade, startup ecosystems, retail transformation, and supply chain logistics for modern digital publications.

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