A workflow is constructed by sequentially connecting the various Bizweaver tools. This is done in the Workflow Design pane. For this discussion, this area will be called the “design pane.”

Start the process with an empty design pane. Click the file option in the menu bar, then a new workflow. You can also use the shortcut Ctrl-N anywhere in the Bizweaver main application.

• Each workflow should have a unique name.
  • The application will assign a default name, “Untitled,” but we recommend that you change the name to something that helps you understand the step's purpose.
• Each workflow step must have a unique name.

• It is not necessary to have the workflow-enabled initially. The workflow can be executed in test mode during the. development process. However, it will need to be enabled to use the “Run” or scheduled options.
• Enter any Notes about the workflow by clicking . Will open a new window, clicking “X” will close the window and save all options. Clicking cancel will discard all changes.
  • 
    • 1. Workflow Name: The name of the workflow, can be modified on the ribbon or in this window.
    • 2. Notes: Workflow notes.
    • 3. Folder: The folder a workflow is saved in, double click on the folder to select it.
    • 4. + Folder: Creates a new folder
• Click the “Save” button at the bottom of the workflow designer.

• Begin by dragging the next tool onto the design pane.
  • A connector line is automatically added to show the link between the two steps.
• Continue adding tools as needed.
• The workflow should always contain a Stop/Endpoint.
  • You can no longer drag and drop to add a tool to a workflow with an End tool present.
  • There are two ways to add a tool to a workflow if an End tool is present
    • Right-click on the tool in the design canvas and select “Create Link From,” and when the next tool is dropped into the design area, it will be linked from that tool.
    • Delete the End tool in the workflow and add it once the modifications are finished.

The tools used to construct Bizweaver workflows are found in this area. They are added to a workflow by dragging them from the Tools area into the Design area. See the Workflow Tools page for descriptions of the tools.

To save a workflow, click the Save button in the bottom right corner of the design pane.

When a workflow is saved (or duplicated), a new window is displayed. Details about the save process are displayed as various validations, of each step take place. An example of a successful save is shown below. Note that all rows show a green checkbox on a successful save.

For the most part, the information displayed is not of interest to the user, except when an error is encountered. However, when an error is encountered, the results will assist with identifying the issue. Following is an example of the error handling process.

This is the workflow saved. In this case, the LoopEnd step is missing.

The response now indicates that error(s) were encountered. Points where an error was found, are highlighted in red.

The first error is typical very general in nature. The error points further down in the listing will help identify the issue.

Click on an error row to display the details. Note that the yellow and red sections in the image are for illustration only. The actual output will not display these colors.

A general description of the error is displayed in the area at the top of the “Build” section (marked in yellow in the image). This will oftentimes point you to the issue that needs to be fixed.

The remaining information is shown (starting with the area marked in red in the image) is encrypted process information that can only be viewed by Third Wave support personnel. For support purposes, you may be requested to use the Copy Details to Clipboard link at the bottom of the display area. This will copy the information to your clipboard, where it can be copied to a file or the body of an email. Having this information will allow support personnel to see more detail about the issue.

Duplicating a workflow allows a user to take an active workflow and copy it to the same location or another location that is specified by the user. The workflow name will be suffixed with the word “Copy” and a new id will be assigned.

• Open up the workflow that you want to duplicate. Select File in the top right of the workflow designer (a workflow that has not been saved cannot be duplicated).

• Select Copy (This will open a new window below)

• Double click the folder you want to save to.
• The workflow will save, the original workflow will close the duplicated workflow will then take its place in the design canvas.

You can also duplicate a workflow from the main Bizweaver application by selecting the desired workflow. In the menu bar, select File then copy. This will then display the folder menu; just select a folder to save it to, and the workflow will save to that folder then open.

This area is the “design area” where a workflow is constructed.

• Right-click on the workflow step that will precede the new one.
• Select the “Create Link From” option.
  • The step name changes to bold.
• Drag the new tool onto the design pane.
  • The “linking” line now connects the selected starting point to the new step.

• Hover over the new step, and you will see a blue “dot” icon in the lower right corner.
  

• Left-click on the icon, and a marker icon is displayed.
• Drag the marker to the next step in the workflow and drop it anywhere on the step.
• The “linking” line now connects the new step to the next step.

• Right-click on the workflow step to be removed.
• Select the “Remove” option.
• Confirm that the step is to be removed in the dialog presented.
• Reset the workflow links as needed using the “Manually Linking Workflow Steps” process described above.

Hover over the step and right-click on the small, blue link icon found at the lower right corner.

Two options are displayed: Links Info and Reset Links

“Links Info” shows the source (incoming) step(s) into the current step and the target (outgoing) step from the current step. This can help diagnose errors where links seem to be in place but are not functioning.

“Reset Links” will clear any links coming into the current step. Again, this can be helpful if “ghost” link lines are appearing in the design area. Keep in mind that if you use this function, you will need to recreate the links.

On some occasions, it is necessary to view the workflow steps in a hierarchical view rather than the design (canvas) view. This is done on the “List View” tab. This tab is found on the top of the design area.

Click the “List View” tab to switch the view. You can switch between the two views at any time. However, you can only make changes to the workflow on the design canvas.

Here is a simple workflow on the design canvas.

Here is the same workflow in the ListView tab.

In this view, the workflow steps are presented in the sequence in which they will be executed.

Continue on error if selected will allow a workflow to process past a step that had an error.

Breakpoints are used during Test / Debug Mode

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