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bw:building_a_workflow [2019/10/22 16:35]
akoehler [Basic Information] 		bw:building_a_workflow [2019/10/22 16:43] (current)
akoehler [Manually Linking Workflow Steps]
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 <WRAP center round info 80%> <WRAP center round info 80%>
-Workflows are constructed using drag-and-drop. Click and hold the left mouse button on the tool icon you want to place on the design pane. Drag the icon to the point where you want it and release the mouse button to “drop” it in place. This same process is used to re-order icons in a workflow on the canvas.+Workflows are constructed using drag-and-drop functionality. Click and hold the left mouse button on the tool icon you want to place on the design pane. Drag the icon to the point where you want it and release the mouse button to “drop” it in place. This same process is used to re-order icons in a workflow on the canvas.
 </WRAP> </WRAP>
  
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     * A connector line is automatically added to show the link between the two steps.     * A connector line is automatically added to show the link between the two steps.
   * Continue adding tools as needed.   * Continue adding tools as needed.
-  * The workflow should always contain a Stop point.+  * The workflow should always contain a Stop/End point.
 <WRAP center round info 80%> <WRAP center round info 80%>
 Save the workflow as you work. Information on saving a workflow is found **//[[bw:workflow_save|here]]//** Save the workflow as you work. Information on saving a workflow is found **//[[bw:workflow_save|here]]//**
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-New in v2.4 +New in Bizweaver version 2.4 
-Use the horizontal and vertical scroll bars on the design area to expose more work area.+Use the horizontal and vertical scroll bars on the design area to expose more work area as needed.
 </WRAP> </WRAP>
- 
- 
 ===== Adding Steps to an Existing Workflow ===== ===== Adding Steps to an Existing Workflow =====
  
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 ==== Manually Linking Workflow Steps ==== ==== Manually Linking Workflow Steps ====
  
-  * Hover over the new step and you will see a blue “dot” icon in the lower right corner. \\ {{:bw:introimage9.png?143x87}}+  * Hover over the new step and you will see a blue “dot” icon in the lower right corner. \\ {{  :bw:introimage9.png?143x87  }}
   * Left-click on the icon and a marker icon is displayed.   * 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.   * Drag the marker to the next step in the workflow and drop it anywhere on the step.
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 ===== Examining & Resetting Step-To-Step Links ===== ===== Examining & Resetting Step-To-Step Links =====
-In v2.3 (build 2.3.3) a new feature is added to assist with step-to-step links.  Right-click on the small, blue link icon found at the lower right corner of a step.+In Bizweaver version 2.3 (build 2.3.3) a new feature is added to assist with step-to-step links.  Right-click on the small, blue link icon found at the lower right corner of a step.
  
-{{:bw:introimage31.png?300|}}+{{  :bw:introimage31.png?300  |}}
  
 Two options are displayed: **Links Info** and **Reset Links** Two options are displayed: **Links Info** and **Reset Links**
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 === Links Info === === Links Info ===
  
-{{:bw:introimage32.png?300|}}+{{  :bw:introimage32.png?300  |}}
  
 "Links Info" shows the source (incoming) step(s) into the current step, and the target (outgoing) step from the current step.  This can be helpful in diagnosing errors where links seem to be in place but are not functioning. "Links Info" shows the source (incoming) step(s) into the current step, and the target (outgoing) step from the current step.  This can be helpful in diagnosing errors where links seem to be in place but are not functioning.
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 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 “Grid View” tab. This tab is found on the far-right side of the design area. 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 “Grid View” tab. This tab is found on the far-right side of the design area.
  
-{{:bw:introimage10.png?37x120}}+{{  :bw:introimage10.png?37x120  }}
  
 Click the “Grid 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. Click the “Grid 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.
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 Here is a simple workflow on the design canvas. Here is a simple workflow on the design canvas.
  
-{{:bw:introimage11.png?576x76}}+{{  :bw:introimage11.png?576x76  }}
  
 Here is the same workflow in the Grid View tab. Here is the same workflow in the Grid View tab.
  
-{{:bw:introimage12.png?404x152}}+{{  :bw:introimage12.png?404x152  }}
  
 In this view, the workflow steps are presented in the sequence in which they will be executed. In this view, the workflow steps are presented in the sequence in which they will be executed.
  
bw/building_a_workflow.1571776548.txt.gz · Last modified: 2019/10/22 16:35 by akoehler

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