There are 5 main areas that make up the SOD Workflow Manager Designer UI.
- Tool Ribbon
- Design Area
- Review Preview
1. Tool Ribbon
The Tool Ribbon has the basic controls to add, edit, save, delete, duplicate, test and run a project in WFM.
Refresh the current project
Add a new project
Edit the current selected project
Save the new or current project
Delete the currently selected project
Export the list of projects to Excel
Use this button to test the current project. Before a project can be executed, it requires that a test be performed
Run workflow manually
Duplicate a workflow
Run workflow manually in the background
Export a workflow
Import a workflow
Workflow SOD templates are saved as a list here.
3. Design Area
This is the Workflow Designer area where you graphically map your workflow.
4. Workflow Structure & Evaluations/Updates review
This is a high-level Workflow Project Structure where you define evaluations and/or updates.
5. Results preview
Preview sample result data of workflow by clicking the button. The Results panel is displayed with the following three tabs:
- Enter a project code for the copied project
- Select the Activity Type for the copied project
- Enter a Title for the copied project