ProjectFlow Workflow Designer

The ProjectFlow Workflow Designer gives a System Administrator the ability to create workflows, from beginning to end, and to create different versions of an existing one. This allows a SA the flexibility to modify a workflow without affecting current projects, and have the choice to activate it later.

There are three ways to view ProjectFlow's Workflow Designer. The first is at the definition level, accessible to System Administrators only. In this view of the designer, the tool bar used to create a workflow will be available.

To view the Designer as an SA (at the definition level)

  1. Navigate to Admin->ProjectFlow Administration. In the Workflow Definition tab, click the View Versions   button which corresponds to the workflow you want to view. A list of versions will appear under the workflow definition table.

  2. Click the Open Workflow Designer icon for the version you would like to view. A separate window will pop up with the designer for that definition. By default, the designer will be zoomed in. Use the Fit  icon to adjust it to the size of the browser window.

To view the Designer as an SA (at the instance level)

  1. Navigate to Admin->ProjectFlow Administration. In the Workflow Definition tab, click the View Instances button which corresponds to the workflow you want to view. A list of instances will appear under the workflow definition table.

  2. Click the Open Workflow Designer icon for the instance you would like to view. A separate window will pop up with the designer for that instance. By default, the designer will be zoomed in. Use the Fit  icon  to adjust it to the size of the browser window.
To view the Designer as a Review Coordinator (instance level only)

The Workflow Designer is always viewable to anyone in the workflow's Review Coordinator group. To view the designer, simply click the Open Workflow Designer icon. The Review Coordinator is limited to certain activities within this screen. To learn more, read the Review Coordinator Responsibilities information.

The designer’s name will change depending on which way it is accessed. If it is accessed when creating a workflow definition, the name will be ProjectFlow Workflow Definition Designer. When it is accessed on an individual instance basis, the name will be ProjectFlow Workflow Instance Designer.

The Outline window shows in the upper right-hand corner. To pan around the window, click and hold within the blue box and move in any direction.

To zoom in/out:

  1. Click and drag the right corner of the blue square in the Outline window.

  2. Hold your Ctrl key and use the scrolling wheel on your mouse.

If you would prefer the Outline window not be there, you can close it by clicking the in the top right corner of the window. To make it reappear, select the Outline  icon on the toolbar.