Workflow UI Guide

version: 2026 R2

Workflow UI Guide
Getting Started with Workflows
Getting Started with Workflows: General Information
Getting Started with Workflows: Internal and External Names
Creating Workflows
Workflow Creation: General Information
Workflow Creation: Planning a Workflow for a Form
Workflow Creation: To Add a Workflow
Workflow Creation: Configuration of States
Workflow Creation: To Add States
Configuring Workflow Elements
Workflow Elements: General Information
Workflow Elements: To Modify Field Settings
Workflow Elements: To Add a Dialog Box
Configuring Actions
Action Configuration: General Information
Action Configuration: To Hide Unneeded Actions
Action Configuration: To Add a Category to the More Menu
Action Configuration: To Create Workflow Actions and Add Them to the Workflow States
Action Configuration: To Create a Workflow Action That Displays a Dialog Box
Action Configuration: Action Sequences
Action Configuration: To Configure Sequential Action Execution
Configuring Conditions and Transitions
Conditions and Transitions: General Information
Conditions and Transitions: To Add Conditions
Conditions and Transitions: To Add Transitions
Testing the Customization
Testing of the Customization Project: General Information
Testing of the Customization Project: To Test a Custom Workflow
Working with Inherited Workflows
Inherited Workflows: General Information
Inherited Workflows: Planning the Customization of a Workflow
Inherited Workflows: To Create an Inherited Workflow
Customizing Workflows with the Diagram View
Diagram View: General Information
Diagram View: To Add a New State
Diagram View: To Add New Actions and Transitions
Diagram View: To Add the Auto-Run Action
Diagram View: To Specify Combo Box Values for States
Diagram View: To Add Dialog Boxes
Diagram View: To Modify the Added Actions
Diagram View: To Remove Unneeded Parts of the Workflow
Diagram View: To Adjust the System State
Diagram View: To Test the Inherited Workflow
Using Composite States
Composite States: General Information
Composite States: To Modify a Workflow with a Composite State
Configuring Event Handlers
Event Handlers: General Information
Event Handlers: To Invoke Events Triggered by Field Changes
Customizing Workflows with a Workflow-Identifying Field
Workflow-Identifying Fields: General Information
Workflow-Identifying Fields: Planning Customization of a Workflow
Workflow-Identifying Fields: To Create an Inherited Workflow
Workflow-Identifying Fields: To Add Conditions with User-Defined Fields
Workflow-Identifying Fields: To Automate Transitions by Using Conditions (in the Tree View)
Workflow-Identifying Fields: To Automate Transitions by Using Conditions (in the Diagram View)
Workflow-Identifying Fields: To Make System Actions Modify Custom Fields
Workflow-Identifying Fields: To Test the Inherited Workflow with a Workflow-Identifying Field
Using Workflow-Identifying Fields of the Second Level
Workflow-Identifying Fields of the Second Level: General Information
Workflow-Identifying Fields of the Second Level: Process Activity
Upgrading Workflows
Upgrade of Workflows: General Information
Upgrade of Workflows: To Upgrade a Customization Project That Contains an Inherited Workflow

Back to home page