Flowchart

(This section relates to users with an Enterprise Licence only)

When you create a new workflow a flowchart is automatically added in Workflow Designer. This provides a container for your workflow activities. When designing workflow logic you always start with a single flowchart, however, when you have branches in your flow (e.g. via an IF Condition) it is possible to add further flowcharts to build components and hide complexity.

To add a new flowchart:

  1. From the Toolbox, drag the Flowchart tool into Workflow Designer.
  2. Join the Flowchart tool into your existing workflow.
  3. Double-click the Flowchart and create your sub-workflow by adding the desired activities.
  4. In the Properties pane, rename the instance of the Flowchart tool to help you remember what it contains. To do this, edit the Display Name property.
  5. Right-click or use the breadcrumbs and select View Parent to return to the parent workflow.
Notes
  • Activities can only be added inside a flowchart.
  • You do not need an IF to make use of embedded flowcharts.