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bw:building_a_workflow [2019/10/22 16:37] akoehler [Build a New Workflow] |
bw:building_a_workflow [2019/10/22 16:43] (current) akoehler [Manually Linking Workflow Steps] |
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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. \\ {{: | + | * 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. | * 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. | + | In Bizweaver version 2.3 (build 2.3.3) a new feature is added to assist with step-to-step links. |
| - | {{: | + | {{ : |
| 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 === | ||
| - | {{: | + | {{ : |
| "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. | ||
| - | {{: | + | {{ : |
| 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. | ||
| - | {{: | + | {{ : |
| Here is the same workflow in the Grid View tab. | Here is the same workflow in the Grid View tab. | ||
| - | {{: | + | {{ : |
| 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. | ||