Workflow editor title bar

When a workflow is opened in the canvas, the title bar displays the workflow title and the workflow status in italics. Possible states are Checked out by <name> and Published.

Figure 1. Workflow editor title bar
Controls on the right side of the title bar manage the workflow.
  • Workflow PropertiesWorkflow properties icon: Opens the current workflow's properties form.
  • StartRun the workflow icon: Runs the workflow. This control is only available for workflows running on the Global table that are accessible from all application scopes. To test workflows that are on other tables, insert a record into that table that meets the condition of the workflow.
  • ValidateValidate the workflow icon: Tests the workflow prior to publication. Validation detects potential problems that can prevent the workflow from publishing or cause the workflow to fail. For more information, see Workflow Validation.
  • HelpHelp icon: Opens documentation to help you create the workflow.

Workflow menu

Click the menu icon in the title bar for additional options to configure the workflow.

Figure 2. Accessing the workflow menu
These menu options are available:
Table 1. Workflow menu options
Option Description
New Workflow Creates a new workflow.
Open Existing Opens another existing workflow.
Copy Creates a duplicate of the workflow. Give the copy a different name.
Publish Makes the personal workflow version public, overwriting the current published workflow version. This option is only available for checked out workflows.
Checkout Creates a personal version of the workflow for you, which you can edit. This option is only available for published workflows.
Delete Deletes the workflow. You cannot delete workflows that have contexts associated with them.
Set Inactive Inactivates the workflow so that it cannot be used.
Expand Transitions Redraws the transitions so that they do not overlap when they leave the activity condition.
Start Workflow Starts a test run of the current workflow.
Validate Workflow Runs validation tests on your workflow prior to publication. Use this validation to detect potential problems that can prevent the workflow from publishing or cause the workflow to fail. For more information, see Validate a workflow from the workflow editor.
Collapse Transitions Redraws the transitions so they overlap when they leave the activity condition.
Show Contexts Displays all the contexts for the current workflow. You can use this option to troubleshoot a workflow.
Properties Opens the Workflow Properties form, which defines the workflow's attributes.
Edit Inputs Opens the Workflow Inputs list of variables that the workflow can accept when used as a subflow. For more information, see Invoke a subflow in a workflow.
Edit Stages Opens the Workflow Stages list. For more information, see Workflow stages. For tables with a column of Type = Workflow.