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Workflow Editor

Checking Out a Workflow

To prevent developers from making changes to a workflow that will impact other users, workflows need to be checked out before they can be edited. When a workflow is checked out, changes are applied to the workflow only for the user who checked it out. When development is complete, workflows must be published to be active in the environment.

Every workflow activity has a different set of configuration fields. The configuration fields are dependent upon what an activity does. For example, the Approval - User activity needs to know the approver(s).


Validating Workflows

Workflow validation is the first step to ensure a workflow is error-free. Validation cannot test whether a workflow works as expected. Validation prevents workflows with critical flaws from executing and resulting in an unstable or incomplete state.

Validation checks for issues like:
  • Activities with missing transitions
  • Multiple or missing End activity
  • Invalid table references
The Workflow Validation Report lists the validation tests and results. The message levels are: Info, Warn, and Critical. Critical and Warn messages must be corrected before a workflow can be published.

Changes to workflows are automatically captured in the database. There is no Save button (or Update or Submit) because it is not needed.
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