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Create a Visual Workflow Process

Use the Visual Workflow Process Designer (accessed from within the Automation Process Editor) to create a Visual Workflow Automation Process.

To create a Visual Workflow Automation Process:

  1. Open the Visual Workflow Process Designer.
  2. Define general properties: Start event, work hours, record limitations, execution limitations, and the abort process.
  3. Define events: Amount of time before the Automation Process continues to the next step and/or the event that triggers the Automation Process to move to the next step.
  4. Define actions: Actions that occur as a result of a time or event trigger (ex: Run One-Step, send E-mail, etc.).

In This Section

Define Visual Workflow Properties

Define Visual Workflow Events

Define Visual Workflow Actions

See Also

Visual Workflow Process Designer

Open the Visual Workflow Process Designer

Visual Workflow Process Designer Toolbar