The Active Roles console provides the Workflow Designer for creating and configuring workflows. First, you create a workflow definition. Then, you use the Workflow Designer to construct the workflow by adding and configuring workflow activities.
- In the Active Roles console tree, expand Configuration | Policies | Workflow, and select the workflow to which you want to add an activity.
This opens the Workflow Designer window in the details pane, representing the workflow definition as a process diagram.
- In the details pane, drag the activity from the left panel onto the process diagram.
- Right-click the name of the activity in the process diagram and click Properties.
- Use the Properties dialog box to configure the activity. See instructions later in this chapter.
If you add an activity to the upper part of the diagram (above the Operation execution line), the activity will be run in the pre-execution phase of operation processing (see Workflow processing overview earlier in this chapter). If you add an activity to the lower part of the diagram (beneath the Operation execution line), the activity will be run in the post-execution phase of operation processing. Certain activities, such as an Approval activity, which are intended to run in the pre-execution phase, cannot be added to the lower part of the diagram.
In the Properties dialog box, you can change the name and description of the activity. These settings are common to all activities. The name identifies the activity in the process diagram. The description appears as a tooltip when you point to the activity in the process diagram. To remove an activity from the process diagram, right-click the name of the activity and click Delete.