Start Workflow Editor

Graphical Workflow Designer User Guide

HGD_Variant
16.5
HGD_Product
GeoMedia Smart Client
HGD_Portfolio_Suite
Platform

Click on Start Workflow Editor at Switch admin to start the graphical workflow designer in the administrator. You will find the link in the Application group. A new window will open up, where you will see the following screenshot:

newwfeditor_start

To start a new workflow click New Workflow in order to create one. You will be forwarded to a new window, where you can design the workflow.

newwfeditor_main

The editor is comprised of a toolbar, the navigation bar, and three panels (Toolbox, schematic and properties panel).

  • Navigation bar -- In the navigation bar, the main workflow element is on the far left side. As you add a Form node or List node, the respective element displays to the right of the main workflow element. Then you can click any of those elements to go directly to that node. The respective node displays in the middle Schematic panel, and the respective tools and properties display in the TOOLBOX panel and PROPERTIES panel. The current node that is displayed in the Editor is highlighted with a blue line in the Navigation bar.
  • TOOLBOX panel -- drag and drop elements into the workflow. Depending on the element, there are different widgets available .
  • Schematic panel -- schematic display of your workflow. Drag and drop nodes, controllers, and elements into this space to build the workflow.
  • PROPERTIES panel -- On the right side, the PROPERTIES panel displays properties of the currently active node, controller, or element. In the first step of creating a new workflow you have to define a Workflow ID, which is the name of the workflow. You can also define a theme for the workflow.

Toolbox Panel

On the left TOOLBOX panel, click the appropriate group tabs to display the available tools. The tools that display depend on which Node or controller is currently active.

Workflow Node -- Displays Form, List, and Workflow nodes

Form controller -- Displays Widgets and Layouts elements

List controller -- Displays List elements

Workflows Editor Toolbar

Use the Toolbar, located at the top of the Editor, to create nodes, save your workflow, go to your Workflow list, manage your user account, and get Help.

Workflow Editor with the Hexagon Logo - At the top of the window on the left side, click to go to the main Workflow list.

newwfeditor_linkicon LINKS - Create and Edit WorkflowLinks.

RESOURCES - Create or edit Resources.

FORMS - Create and Edit Form Controllers or clone an existing form.

LISTS - Create and Edit List Controllers or clone an existing list.

SAVE - Save the workflow.

Logout - Log out of the Workflow Editor.

Help - Open Help for the Editor.

Workflows Editor Navigation Bar

Use the navigation bar, located between the Toolbar and the three panels workspace, to navigate among the nodes within your current workflow object.

In the navigation bar, the main workflow element is on the far left side. As you add a Form node or List node, the respective element displays to the right of the main workflow element. Then you can click any of those elements to go directly to that node. The respective node displays in the middle Schematic panel, and the respective tools and properties display in the TOOLBOX panel and PROPERTIES panel. The current node that is displayed in the Editor is highlighted with a blue line in the Navigation bar.

Navigation Bar Example for Change Detection Workflow

Workflow properties

Property

Description

Id

Unique ID of the workflow.

light_bulb_iconWithout typing in a ID you can't save your workflow.

Theme

You can use your custom theme for your workflow. Options:

  • Drop down list

light_bulb_iconA detailed description can be found at Theme and a tutorial can be found Create custom theme (How To).

Properties of a Workflow controller

Property

Description

Id

Unique ID of the workflow node

Label

Label for the workflow node

Follow Node

Follow Nodes define Node ID's, which are called after the actions at the node level are completed. Options:

  • Drop down list

Condition

Condition defines if the node is accessible or not. Options:

Authorization

Only users with the appropriate permissions are authorized to view or process the element. Options:

View

This can be used to include customized views for GUI representation. Options:

  • Drop down list

light_bulb_iconA tutorial can be found at Views and Templates

Properties of a Form controller

Property

Description

Id

Unique ID of the workflow node

Label

Label for the workflow node

Follow Node

Follow Nodes define Node ID's, which are called after the actions at the node level are completed. Options:

  • Drop down list

Form

Select which form should be used at this form node. Options:

  • Drop down list

light_bulb_iconYou will get all created forms and lists in the drop down list.

Condition

Condition defines if the node is accessible or not. Options:

Authorization

Only users with the appropriate permissions are authorized to view or process the element. Options:

View

This can be used to include customized views for GUI representation. Options:

  • Drop down list

light_bulb_iconA tutorial can be found at Views and Templates

Empty Form

Defines if you want to start with an empty form. Options:

  • Checkbox True / False

Properties of a List controller

Property

Description

Id

Unique ID of the workflow node

Label

Label for the workflow node

Follow Node

Follow Nodes define Node ID's, which are called after the actions at the node level are completed. Options:

  • Drop down list

List

Select which list should be used at this list node. Options:

  • Drop down list

light_bulb_iconYou will get all created forms and lists in the drop down list.

Condition

Condition defines if the node is accessible or not. Options:

Authorization

Only users with the appropriate permissions are authorized to view or process the element. Options:

View

This can be used to include customized views for GUI representation. Options:

  • Drop down list

light_bulb_iconA tutorial can be found at Views and Templates

Options for Nodes in Schematic Panel

When you select an existing node in the Schematic panel, these options are available.

- Create and Edit Trigger Nodes

- Edit the controller

- Delete the controller