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.

Controls on the right side of the title bar manage the workflow.

• Workflow Properties : Opens the current workflow's properties form.
• Start : 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.
• Validate : 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.
• Help : 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.

These menu options are available:

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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 Work on workflows.
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 Pass a variable from a workflow to a subflow.
Edit Stages	Opens the Workflow Stages list. For more information, see Workflow stages. For tables with a column of Type = Workflow.