Creating Workflows

You can create a workflow and customize it according to your needs.
To create a workflow:
  1. Log in to TotalFlow Production Manager as an administrator.
  2. In the menu bar, click Operations.
  3. In the objects pod on the left side of the page, click Workflows.
  4. Click New.

    You see the Create Workflow dialog:

    Dragging an activity in the Workflow Editor pod

  5. Edit all the workflow properties according to your needs.
  6. Click OK to save the workflow.
  7. To add an activity to the workflow:
    1. Select the workflow in the objects pod, click Editor and Properties..., then Editor.
      You see the Editor pod.
    2. In the Default section of the Activities pod, select the activity that you want to add.
    3. Drag and drop the activity icon from the Default pod to the appropriate position in the workflow Editor pod.

      The color of the activity icon indicates the workflow phase where you can add the activity. A gray icon means that the activity can be added to more than one phase.

      Dragging an activity in the Workflow Editor pod
      When you drag the activity into a phase where you cannot add it, the icon shows a red circle with a slash:
  8. To save the workflow, click Save.
Parent topic: Working with Workflows