Workflow Designer Interface

Workflow Canvas

The Workflow Designer’s canvas is the place where you will perform the following activities to create your workflow process.

Design and rename a workflow process
Add new or use existing statuses
Connect statuses
Add new or associate existing actions to the workflow process
Show or hide the actions label
Move, resize and delete statuses and actions
Perform actions using the Canvas Toolbar options
Zoom and pan a workflow process
Close the workflow designer

Statuses panel

The Statuses panel contents are hidden from the view by default, to provide more space for the canvas. The panel allows you to drag statuses and use those in a workflow process.

Here’s a sample view of how a status appears on the canvas in different states.

Note: You can re-position a status by selecting and dragging it across the canvas and re-size it by selecting and dragging its connector nodes.

State	Visual Status
Unsaved Status - Default
Unsaved/Saved - Unconnected Status -Hover
Unsaved/Saved - Unconnected Status - Selection
Saved Unconnected Status - Default
Saved Connected Status
Saved Default - Connected Status

Action Label – Show/Hide

As the name indicates, Action Label - Show/Hide allows you to show/hide the actions label from the workflow process diagram. This helps to save space and visualize your statuses better. By default, the Action Label will be shown. An action connector line is automatically created when you connect two saved statuses. An Action pop up appears displaying the list of all existing actions if available for the target status, when two statuses are connected. This helps you to change the status to the target status. When there are no existing actions, the Actions pop up will be populated only with an Add New Action icon.

Note: You can re-position an action by selecting and dragging it across the canvas and re-size it by selecting and dragging its connector nodes.

Here’s a sample view of the Action Labelthat shows existing actions for the target status.

Here’s a sample view of how an action appears on the canvas in different states.

State	Action
Unsaved Action - Default
Unsaved Action - Selection
Saved Action - Default
Saved Action - Selection

Canvas Toolbar options

Use the icons in the Canvas Toolbar to perform the following activities to design a workflow process:

Icon	Icon Name	Description/Result
	Add New Status	You can drag a status anywhere on the canvas and rename it. To remove a status from the canvas, click Add New Status again or select the status and press the DELETE key.
	Layouts	You can choose to preview a preferred layout and apply it for the workflow process to retain the position of the statuses. Note: Applying a selected layout will override the existing layout. When an existing application is imported, the default layout of a workflow process in the Workflow Designer appears in a ‘Left to Right Layout’.
	Save as PNG	Downloads the workflow process diagram to your system and saves it as a .PNG file.
	Fit diagram to available space	Fits the workflow process size to the canvas. If the workflow process size is large, this will shrink and fit it to the canvas.
	Zoom In	Magnifies the workflow process to make it appear much larger and clearer. Note: Click in the white space on the canvas and drag the mouse to pan and view the entire diagram when a workflow process image is magnified.
	Restore zoom level to default	Restores the original size of the workflow process.
	Zoom Out	Reduces or alters the size of the workflow process.

Here’s a sample view of the Layouts: