Specifying workflow structures

Using workflow structures is optional, but after a workflow has structures, these are required input data.

To add a structure to a workflow definition:

  1. In the Workflow Properties pane, select the Structures tab.
  2. Click Add to open the Structure window.
  3. Specify this information:
    Name
    Specify the name of this structure. This name is used to show the structure in the workflow steps where it is used. The name is also used as the root name of the structure when it is used to model input data for the workflow.
    Label
    Optionally, specify a label for the structure and add translations by clicking Translate next to the label input field. This label is displayed in the task and notification details.

    See also Adding translations.

  4. Build the structure definition.
    Hover over the structure node. Action buttons to add fields and child levels are displayed. The child level can contain fields and levels.

    Complete these steps:

    1. Add a field.

      Click Add Field on a level in the structure. A placeholder for a field is added as the last child element of the parent level.

      Specify this information:

      Name
      The field name. This name is used when input data is specified for the structure and when the structure details are displayed in the manage screens and in the auditing reports.
      Label
      The label of the field to be displayed in the task and notification details. Optionally, add translations. Translated labels are displayed only in the task and notification details. In e-mail notifications, only the default labels are displayed.
      Type
      The data type for the values in this field. The input data must match this data type.
    2. Perform operations on the field.

      Hover over the field definition. Action buttons to Copy, Move, or Delete the field are displayed. If you copy or move the field, placeholders are displayed for the locations where you can paste the field, or move the field to. When copying, you can paste the same field several times. To end the copy mode, click the white area in the Structure window. When moving, the placeholders disappear after the element is moved.

    3. Add a level.

      Click Add Level on a parent level in the structure. A placeholder for a level is added as the last child element of the parent level.

      Specify this information:
      Name
      The level name. This name is used when input data is specified for the structure and when the structure details are displayed in the manage screens and in the auditing reports.
      Label
      The label of the level to be displayed in the task and notification details. Optionally, add translations. Translated labels are displayed only in the task and notification details. In e-mail notifications, only the default labels are displayed.
    4. Perform operations on the level.

      Hover over the level definition. These action buttons are displayed: Add Field, Add Level, Copy, Move, and Delete. The effect of these actions is similar as described above.

      When the structure definition is complete, click OK to save it. From the workflow definition you can edit the structure and you can copy it, to the local workflow or to another workflow definition, using the Copy and Paste buttons.