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bw2:workflow_save

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bw2:workflow_save [2021/02/07 19:05]
akoehler [Save a Bizweaver Workflow] 		bw2:workflow_save [2024/02/20 12:27] (current)
mfoster
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 ======Save a Bizweaver Workflow====== ======Save a Bizweaver Workflow======
-To save a workflow, click the "Save" button in the top icon bar.+To save a workflow, click the Save button in the bottom right corner of the design pane.
  
 <WRAP center round tip 60%> <WRAP center round tip 60%>
-New in Bizweaver version 2.4+Alternative methods to save 
 +  * Shortcut keys: Ctrl-S  
 +  * Navigating to the menu bar selecting file save or save and close
 </WRAP> </WRAP>
  
-An improvement was added to Bizweaver 2.6, where the "Z" in the workflow designer will change based on the workflow state. 
  
-If the workflow is new without being saved, the "Z" will be grey. 
-{{ :bw2:bizweaverbuildingaworkflow5.png |}} 
-If the workflow is saved and enabled, the "Z" will appear green. 
-{{ :bw2:bizweaverbuildingaworkflow7.png |}} 
-If the workflow is saved but disabled, the "Z" dash will be green, and the rest of it will be grey. 
-{{ :bw2:bizweaverbuildingaworkflow8.png |}} 
 =====Successful Save===== =====Successful Save=====
 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. 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.
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 =====Error in Save===== =====Error in 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.+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 being saved.  In this case the LoopEnd step is missing.+This is the workflow saved.  In this case, the LoopEnd step is missing.
  
-{{  :bw:bizweaver_saveerr_srcwf.png?600  |Source Workflow}}+{{ :bw2:bizweaverbuildingaworkflow9.png |}}
  
-The response now indicates that error(s) were encountered.  Points where an error was found are highlighted in red.+The response now indicates that error(s) were encountered.  Points where an error was found, are highlighted in red.
  
-{{  :bw:bizweaver_saveerr.png?600  |Error Response}}+{{ :bw2:bizweaverbuildingaworkflow10.png |}}
  
 The first error is typical very general in nature.  The error points further down in the listing will help identify the issue. The first error is typical very general in nature.  The error points further down in the listing will help identify the issue.
  
-Click on a 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.+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.
  
-{{  :bw:bizweaver_saveerr_dtl.png?600  |Error Detail}}+{{ :bw2:bizweaverbuildingaworkflow11.png |}}
  
-A general description of the error is displayed in the area at the top of "Build" section (marked in yellow in the image).  This will often times point you to the issue that needs to be fixed.+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 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.+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 ===== ===== Duplicating a Workflow =====
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 Below are the steps to duplicate a workflow. Below are the steps to duplicate a workflow.
  
-  *  Open up the workflow that you want to duplicate. Note we are in AKoehlerPractice folder in the below image. The workflow we are working with is Name: Test Var Counter, ID: 272+  *  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. 
  
-{{ :bw:duplicatestep1.png |}}+{{ :bw2:bizweaverbuildingaworkflow14.png |}}
  
 +{{ :bw2:bizweaverbuildingaworkflow12.png |}}
  
-  *  Select the duplicate Button {{:bw:duplicate.png?nolink|}} (This will open a new window below) 
  
-{{  :bw:duplicatestep2.png  |}} +  *  Select the duplicate  (This will open a new window below) 
-  +{{ :bw2:bizweaverbuildingaworkflow13.png |}} 
-  * Select the folder you want to save it to. In this instance we will save it to the Root folder of AKoeherTest. Press "OK" +  * Select the folder you want to save, then press "OK." 
-  * The Workflow will bring up the save screen as it saves to the new location.+  * The workflow will save, the original workflow will close the duplicated workflow will then take its place in the design canvas.
  
- {{:bw:duplicatestep3.png|}}+  * Once saved, you can now navigate to the folder it was saved in. Note the name stayed the same but the ID changes.
  
-  * Once saved, you can now navigate to the folder it was saved in. Note the name stayed the same but the ID changes from 272 to 344. +You can also duplicate a workflow from the main Bizweaver application by selecting the desired workflow. In the menu bar, select file then duplicate workflow. 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.
-{{:bw:duplicatestep4.png|}}+
bw2/workflow_save.1612742715.txt.gz · Last modified: 2021/02/07 19:05 by akoehler

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