To design the workflow, drag and drop the process step from the toolbox into the design area. Connect the steps by linking the dots. An alert notification indicates that additional “step” configuration is required.
Select the connection line to view the “Connection Properties” in the right pane. You can configure link priority (in ascending order) when multiple steps connect to the Start step. This ensures connections execute in priority order. You can change the link type by selecting Z-Type, Line, Round, or Junction designs. You can also change the line color, size, and style (solid, dots, or dashed). Note: The process designer prevents self-connections.
In the following example, the process workflow is designed with multiple distinct functional steps. The connection links are labeled and color-coded.
The “alerts” in Step Properties (in the right pane) indicate that further configuration is required.
Select a process step to view the “Step Properties” in the right pane. The configuration is organized into three tabs: “Required, Optional, and Logging.” Select each tab and configure it as needed. Click the “Save” button to save your changes.
In this example, the “Required” tab is configured as shown below. Click the "AI Predict" button to have Copilot add new process steps that align with your workflow description.
In this example, the “Optional” tab is configured as shown.
In this example, the “Logging” tab is configured as shown below. The “Logging” settings are necessary for documentation and measuring workflow progress and percent completion. This is achieved by configuring the step state and percent fields individually, as shown in the images below.
Save the configuration, then navigate to the “Action > Validate”. The application displays the last saved date and time and alerts you to incomplete step configurations.
Connection default settings.
The default color and size of the connections between steps can be configured in the “Status > Settings > Process”.
Configure the designer text size, connection line size, and color using the following UI.
The changes will be reflected in the designer connection settings, as shown below.
Create a connection “from and to”.
Connections can be created between a single step and multiple steps, or among multiple steps. Use the mouse to select a group of steps by holding down the mouse button.
Select the “Source Step,” then right-click to open the Context Menu. Choose “Create Connections To.”
The connection between the source and target steps is established, as illustrated below.
Right-click the step to access the context menu.
Users can perform various operations, such as “Delete, Copy, Duplicate, AI Predict, Save As Template, Export As Template, Compare Snapshots, Swap Steps, Delete All Connections, Create Connections, Create Connections To, Create Connections From, Lock, Transfer Properties, and Help Document,” by selecting a process step and right-clicking it, as shown below:
A brief explanation of the Context menu functions.
| Delete | Remove the step. |
| Copy | Makes a copy of the step in the clipboard. Right-click on the canvas to paste. |
| Duplicate | Duplicate the step. |
| AI Predict | The "AI Predict" uses the Copilot to add new process steps that match your process description. |
| Save As Template | Save the step collection grouped using the mouse cursor as a template. |
| Export As Template | Export the step collection template as XML. |
| Compare Snapshots | Compare the snapshots to understand the changes to the workflow. |
| Swap Steps | Swap the step position on the canvas grouped using the mouse cursor. |
| Delete All Connections | Removes the “from and to” connections. |
| Create Connections | Provides a UI to create a new connection. |
| Create Connections To | Group a step pair using the mouse cursor first; this function creates a connecting line to the target step. |
| Create Connections From | Group a step pair using the mouse cursor first; this function creates a connecting line from the target step. |
| Lock | Cannot be dragged across the designer canvas until the step is “unlocked”. |
| Transfer Properties | Transfer the step configuration to a similar step. |
| Help Document | Navigate to the help page for more information. |
Create a connection from the Step to the UI.
The UI lets you create Connections between steps. Group the Steps by holding the mouse button down.
Select the target step, then right-click to select the "Create Connections" option.
The “Create Connection” feature appears in the right pane, with a drop-down list of Step names and a search function.
Select the target step, then click the “Create Connection” button.
The connection between the steps is established, as shown below.
Warning symbols for invalid steps.
The “alerts” in Step Properties (on the right pane) indicate that further configuration is required.
Link Priority connection step.
Use the link priority option to define the order in which steps are executed, as shown below. Steps are executed in increasing order of priority value. Based on runtime data, the link priority is optimized for real-time execution.
Select the connection and enter the link priority value, as shown in the example below.
Select another connection and set the link priority to a high value. You can use the “Get Next Value” button to automatically generate the next priority value.
Generate and execute a new Process Instance using the UI.
The Process Instance “Execution View” is shown below. As observed, the “Email” step is executed with 1st priority, and the “Update Variables” step with 2nd priority.
Get the next link value for the connection.
The workflow designer connection includes a Link value text box. When the text box is clicked, the maximum link value from all outgoing connections of the source step, plus 1, is calculated and set as the text box value. The link value is saved automatically when the page changes or when the page is exited.