Workflow Editor Actions
- Note:
- When they are added to a workflow, step chains are treated like steps. In all of the actions below, references to steps apply to step chains as well.
Workflow editor actions
Action | Description | Shortcut keys |
Add step | To add a step, click Step Templates in the top right corner of the window to open the list of available step templates. Click a step template and drag it into the workflow editor. Place the step where you want it. |
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Add step chain | To add a step chain, click Step Chains in the top right corner of the window to open the list of available step chains. Click a step chain and drag it into the workflow editor. Place the step chain where you want it. | |
Add connector | To add a connector between steps:
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Properties | To change any other properties for a step, or connector, right-click it and select Properties. | |
Associate a rule with a connector | If the step has more than one outbound connector, you must specify the conditions
that determine which branch a job should follow. You must also determine the order
to use when evaluating the branches. The evaluation is done with rules set on each
connector. To associate a rule with a connector:
Step chains must have one entry point, a single step at the beginning of the step chain that all jobs process through. They can, however, have multiple endpoints, or steps with no outbound connector. When a step chain is placed in a workflow, it might be connected to one or more steps for jobs both entering and exiting the step chain. If the step chain has multiple endpoints, all of the end points continue processing following the outbound connector. If there are multiple outbound connectors, each endpoint is evaluated against the connectors following the order of execution and the job proceeds down the correct path. |
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Adding step on a connector | If you need to add a step between two steps that are already connected, you can drop
a step directly on the connector.
Adding a step on a single connector, splits the connector in two, one on each side of added step. When the connector is divided to insert the step, any rules that are set on the connector move to the incoming connector. If a step has multiple outbound connectors, you can drop another step on one, some, or all of them. If you drop a step on a location where the connectors are merged to look like one line, you must select the branches that should include the step. A single connector becomes the inbound connector into the new step and a new outbound connector is created from the new step to each destination.
Similarly, if a step has multiple inbound connectors and you drop the step on a location where the connectors are merged into one line, you must select the branches that should include the step. An inbound connector is created from each of the source steps to the new step and a new outbound connector line is created from the new step to the destination step. When the branch is divided to insert the step, existing rules are moved to the input connectors of the new step.
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Replace one step with another | To a replace a step, drag and drop the new step onto the one you want to replace.
You see a confirmation message. Click OK.
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Search | To search the Workflow Editor for a specific step, click the in the top right corner and enter the step name in the search field that appears.
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Copy | To copy a single step, right-click it and select Copy.
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[Ctrl] + [C] |
Paste | To paste a copied single step, right-click on a blank piece of workflow editor and
select Paste.
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Delete | To delete a step, or connector, right-click it and select Delete.
To delete a set of selected steps, right-click on the highlighted area and select Delete.
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[Del] |
Undo | To undo actions, right-click on the workflow editor and select Undo one or more times. | [Ctrl] + [Z] |
Redo | To reverse an Undo action, right-click on the workflow editor and select Redo one or more times. | [Ctrl] + [Y] |
Select a set of steps | To select a set of steps that are near each other, press and hold the Shift key. While holding Shift key, click on a blank space on the Workflow Editor and drag the mouse to draw a box around the steps, then release the mouse button.
All the steps inside the box are selected.
To select a set of steps that are not near each other, press and hold the Ctrl key. While holding Ctrl key, click on the steps you want to select. You can combine both selection methods to choose the desired steps. To deselect one or more steps from your selection, press and hold the Ctrl key. While holding the Ctrl key, click on the steps you want to deselect.
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Save as a step chain | To save a set of steps as a step chain:
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Change the order of steps | To change the order of the steps, drag a step to a new position. The connectors reposition themselves as the step moves. | |
Move a set of steps in the workflow | To move a set of steps, select the group of steps. Move your mouse pointer inside the box and press the left mouse button. Drag the group to a new position and release the mouse button. | |
Resize phase | You can resize phases to fit more steps. Hover over the right end of the phase until the cursor changes then click and drag the phase bar until the phase is big enough for your needs. | |
Repositioning the workflow in the window | To reposition the workflow in the window, click the left mouse button and drag until
you see the part of the workflow you want to work with or click the Map () icon. In the Map window, a rectangle shows what part of the workflow is currently
displayed.
Click and drag the rectangle to show different parts of the workflow. Click and drag the top of the Map window to move it to a different location on the screen. Click and drag the top right corner of the Map window to resize it. |
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Zoom in or out | To zoom in and out, use the mouse wheel, or the Ctrl + and Ctrl – keys. To use the Map, click and drag the circle in the lower right corner of the rectangle in the Map window. To restore the workflow to its default zoom (100%), right-click on the workflow editor and select Zoom to 100%. To restore the Map window and the workflow to its default zoom and location, click Reset in the Map window. |
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Save the workflow | To save the workflow, right-click on the workflow editor and select Save workflow or Save workflow as.
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Save a workflow in image | You can save a workflow in an image format to include in your internal reference material. To save the workflow as image, right-click on the workflow editor and select Save workflow as image. | |
Enable | When you are ready to use the workflow, enable it by clicking the Enable switch () to the left of the workflow name. RICOH ProcessDirector validates the workflow when you enable it. If any steps are not connected properly, RICOH ProcessDirector issues a message. |