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 (figure 11.55) lists Installed 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.

Image workflow_preview_wb_v2
Figure 11.55: Preview of the workflow.


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 11.56.

Image workflow_config
Figure 11.56: 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 data parameters should only be locked if they should not be set, or if the workflow will only be installed in a setting where there is access to the same data in the same location as the system where the Workflow was created. In addition, 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 here), the Preview shows a graphical representation of the workflow , and finally you can get Information about the workflow (figure 11.57).

Image manage_workflows_information
Figure 11.57: Workflow identification and versioning.

The Information field contains the following: