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When creating or selecting one of the available workflows, the system opens the Workflow constructor with a description of its functionality.
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In the upper right corner there is a search line for workflows with the text "Search". You can search both by the full name of the workflow and by the part of it - just start typing the name and only those workflows that fall under the search criterion will be displayed in the list by the first letters of the entered name.
Creating a Workflow Project
A workflow project is an access object that represents a set of the following data:
| Name | Description |
|---|---|
| Workflow name | Specifies the name of the workflow. |
| Workflow author (designer) | Specifies the name of the designer who edited the copied workflow and published it |
| Workflow owner | The full name of the owner of the workflow is specified. |
| Scheme (algorithm) of the robotized business workflow | A set of boolean interconnected business tasks (Workflow Tasks) created in the "Workflow Designer" user block (before publication). |
Only a user with the Workflow Designer role can create this access object.
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If the Designer clicks the "Cancel" button, the Designer returns to the "My Projects" page. If the Designer clicks on the "Save" button, the Designer will be presented with the " Workflow Editor" tab.
Viewing the list of projects
On the "My Projects" page, the list of process projects is presented in the form of a table with the following fields:
| Name | Desription |
|---|---|
| Project | Contains the Project name of the workflow. This will also be the name of the workflow. |
| Version | Displays the version of the workflow project, including the version for child workflows. |
| Workflow owner | The owner of the workflow is displayed. |
| Modified | Indicates the date and time when the workflow project was last modified. |
Sorting is possible for each field. To do this, click on the up-down arrows next to the field names.
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- publish project - as a result of this action, the project will be published and can be launched for execution.
- edit project - this action opens a form with project data that can be edited in a modal window.
- delete project - as a result of this action, the project will be deleted and placed in the deleted projects archive
Требуется замена скриншота
Each project name has a link associated with it, clicking on which takes the designer to the Workflow scheme editor with the selected project:
Editing the Workflow Project scheme
To edit the project data, you must click on the "Edit" action menu button in the project table in the name line of the selected project:
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To save changes to the project parameters, click on the "Edit" button. To cancel changes to the project data, click on the "Cancel" button.
Publishing a project
Publication of the project takes place at the final stage of workflow creation, when it is ready to be used for real production tasks. To publish a new workflow project, the Designer should click on the "Publish" button.
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When publishing a copied project, if the New Workflow switch has been turned off, it will be published under the next version. A popup notification with a green background that appears in the lower right corner of the page after publication will indicate the new version of the workflow.
Deleting a Project
To delete a project from the list of your projects, you should click on the "Delete" button in the table of projects in the row with the project selected for deletion:
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- 20 rows (default)
- 50 rows
- 100 rows
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Обзор
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