The WORKFLOW tab in ADD PROCESS DEFINITION page provides a canvas for drawing and visualizing the automation using the available components. The following section describes in detail the options available in the WORKFLOW tab.


  • You can drag-and-drop the components onto the canvas and connect them to create an automation workflow.
  • The Undo arrow allows you to sequentially step back to the previous process definition step
  • The Redo arrow allows you to sequentially redo each step that you previously undid.
  • The CLEAR ALL button allows you to clear the canvas and start afresh. Click Yes to to the confirmation message to clear all.
  • The CANCEL button allows you to cancel the workflow creation process. Click Yes to the confirmation message to cancel the workflow creation.
  • The BACK button moves you from WORKFLOW tab to the BASIC DETAILS tab.

After you have created a workflow visualization,

  • The Save button allows you to keep the current process definition without deploying the definition. If the required component definitions and properties are not available, a dialog prompts you to enter the missing information before saving the process.
  • The Deploy button allows you to deploy the process definition. If the required component definitions and properties are not available, a dialog prompts you to enter the missing information before deploying the process.
  • The Close button allows you to discard changes since you last saved the definition. If there are unsaved changes on the canvas, a prompt requests confirmation that you want to exit: There are some unsaved changes. Do you want to close? Click Yes to exit the dialog and discard the changes. Click No to continue the process definition.

Component menu

You can drag a component from the component menu onto the canvas. To position a component on the canvas, click the component then click the location on the canvas where you want to place the component. After the component is on the canvas, you can move it by dragging it with the mouse.


The following section describes each component in detail. Click on any component to view its properties in the right pane.

  • Global connect tool: Global connect tool is used to connect the components. You can name the connection and change the appearance of the connector.
  • StartEvent: StartEvent component tool is used to define the events and conditions that trigger the automation.
  • Create Intermediate/Boundary Event: To define intermediate start, stop, or timer events. It is classified into the following:
  • Timer Boundary Event: To stop execution for a certain period of time, it is configurable.
  • Error Boundary Event: To configure a separate path flow for continuation of process definition when an error is predicted to where it is attached. It includes typeahead token (errorCode, errorMessage, and utils) support, which can be used in the next processing task.
  • EndEvent: To indicate automation process completion.
  • Gateway: Allows you to define conditional branching in your workflow.
  • Task: It is the main unit of work. Tasks receive events, take an action on the event, and produce output events for downstream tasks in the workflow. There are four task types, depending on the activity the task performs. Each task type has configuration properties that permit you to reference the task and define task behavior.

See the reference section for detailed component descriptions.

Component Tools

Each component added to the canvas is associated with a list of toolset that you can see when you click on the component. You can click the component again to hide the toolset.

  • These tools provides option to specify the type of currently selected component, to connect to other components, and to delete the component.
  • With the component on the canvas, click the component to display or hide the toolset associated with the component. Use these tools specify the type of currently selected component, to connect to other components, and to delete the component.


  • The available tools depend on the component type.
  • The tools across the top help define the next process step and automatically connect the current and downstream components. End event, gateway, or task can be appended to the process workflow.
  • Click the wrench icon to specify the currently-selected component type. For a task component, for example, you can select from four types of tasks. Selecting the component type changes the component visualization to the icon associated with the new component type.
  • After selecting the component type, click the component to display the Properties view associated with the component, which permits you to customize the component and define how data is processed. For tasks, if a task type is not defined, you are prompted to define a task type.
  • Click the delete icon to remove the currently selected component.
  • Click the arrows icon to create a component connector. Click each of the target components in sequence to connect the components in the workflow.

Component Properties View

Click the Properties arrow to expand or hide properties view, where you can specify component characteristics and data handling. If no process component is currently selected, the dialog prompts you to select a component to display the component properties.


The properties view displays the properties applicable to the currently selected component. For example, the following screenshot displays the properties of a script task:


The properties view presents menus, edit fields, and radio buttons to enter property values.

For edit fields, you can enter a value manually or use the auto-completion feature. To use the auto-completion feature, enter the $ character. This displays a list of valid property values. Some list values you previously defined when you defined the properties of other components on the canvas.