Workflow Editor

The Workflow Editor page lets you create, edit, and view workflows.

A workflow consists of:

  • Steps grouped in phases
  • Step chains made up of connected steps
  • Connectors between steps and step chains
For each step and step chain, you see its icon and name. The total number of steps a step chain has is displayed on the step chain. If a connector has a conditional processing rule, you see the name of the rule.

The Workflow Editor with the PDFProduction workflow displayed.

To add processing steps to a workflow, use the button at the top right to open a list of groups of steps templates and step chains, expand the groups then drag and drop items into the workflow.

    Note:
  • In the Steps or Step Chains groups list, if a step template or step chain was marked as favorite, it shows up under the Favorite group. If you see a blue star, the step template or step chain is a favorite; if it is gray, it is not a favorite. To see all favorite step templates or step chains, expand the Favorite group.
  • If the workflow is large, you might zoom in and out to see more or fewer steps. Clicking the Map button opens a smaller representation of the workflow, with the portion currently displayed highlighted. The map can help orient you as to where you are in the workflow.