Managing workflows

Workflows can be managed from the workflow manager:

        Help | Manage Workflows (Image WorkflowManage_16_n_p)

or using the "Workflows" button (Image workflows_16_n_p) in the toolbar and then select "Manage Workflow..." (Image WorkflowManage_16_n_p).

The workflow manager lists Custom workflows and Ready-to-Use workflows, but the functionalities described below (Configure, Rename, and Uninstall) are only available to custom workflows. You can always create a copy of a Ready-to-Use workflow (by opening the Ready-to-Use workflow and saving a copy in your Navigation Area) to enable the options described below.


Select the workflow of interest and click on the button labeled Configure. You will be presented with a dialog listing all the reference data that need to be selected. An example is shown in figure 9.42.

Image workflow_config
Figure 9.42: Configuring parameters for the workflow.

This dialog also allows you to lock parameters of the workflow (see more about locking in Locking and unlocking parameters).

Note that if the workflow is intended to be executed on a server, it is important to select reference data that is located on the server.


In addition to the configuration option, it is also possible to rename the workflow. This will change the name of the workflow in the Toolbox. The workflow id (see Workflow identification and versioning) remains the same. To rename an element right click on the element name in the Navigation Area and select "Rename" or click on the F2 button.


Use this button to install a workflow.

Description, Preview and Information

In the right side of the window, you will find three tabs. Description contains the description that was entered when creating the workflow installer (see figure 9.37), the Preview shows a graphical representation of the workflow (figure 9.43), and finally you can get Information about the workflow (figure 9.44).

Image workflow_preview_wb_v2
Figure 9.43: Preview of the workflow.

The "Information" field (figure 9.44) contains the following:

Image manage_workflows_information
Figure 9.44: Workflow identification and versioning.

Build id
The date (day month year) followed by the time (based on a 24 hour time) when the workflow was exported to a file through the Installation button at the bottom of the workflow window. If the workflow was installed locally without going through a file, the build ID will reflect the time of installation.
Download href
The name of the workflow .cpw file
The unique id of a workflow, by which the workflow is identified
Major version
The major version of the workflow
Minor version
The minor version of the workflow
Name of workflow
Rev version
Revision version. The functionality is activated but currently not in use
Vendor id
ID of vendor that has created the workflow
<Major version>.<Minor version>
Workbench api version
Workbench version
Workflow api version
Workflow version (a technical number that can be used for troubleshooting)