WorkFlow Designer - help. WorkFlow Designer Printable Help . iii . WorkFlow Engine considerations...

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Transcript of WorkFlow Designer - help. WorkFlow Designer Printable Help . iii . WorkFlow Engine considerations...

  • WorkFlow Designer Printable Help

    Version 2020 R1

    Last updated April 21, 2020

    Abstract This document is a printable version of WorkFlow Designer help.

    For copyright and trademark information, see https://help.genesys.com/latitude/Liquid/Desktop/Copyright_and_Trademark_Information.htm.

    https://help.genesys.com/latitude/Liquid/Desktop/Copyright_and_Trademark_Information.htm

  • WorkFlow Designer Printable Help

    ii

    Table of Contents Introduction to WorkFlow Designer ............................................................................................................. 8

    What's New in WorkFlow Designer .............................................................................................................. 8

    2020 R1 ..................................................................................................................................................... 8

    Log on to WorkFlow Designer ....................................................................................................................... 8

    Overview of WorkFlow Designer Window .................................................................................................... 9

    Menu options .......................................................................................................................................... 11

    File menu ............................................................................................................................................. 11

    View menu .......................................................................................................................................... 11

    Window menu ..................................................................................................................................... 12

    Help menu ........................................................................................................................................... 12

    Toolbar .................................................................................................................................................... 12

    WorkFlow ............................................................................................................................................ 12

    View .................................................................................................................................................... 13

    Window ............................................................................................................................................... 13

    Help ..................................................................................................................................................... 13

    View the Start Page ..................................................................................................................................... 14

    Help Overview ............................................................................................................................................. 14

    Search feature ......................................................................................................................................... 16

    Search syntax ...................................................................................................................................... 16

    Wildcard expressions .......................................................................................................................... 16

    Boolean operators .............................................................................................................................. 17

    Nested expressions ............................................................................................................................. 17

    WorkFlow Engine ........................................................................................................................................ 17

    WorkFlow Engine .................................................................................................................................... 17

    Stages .................................................................................................................................................. 17

    WorkFlow Permissions and Policies ........................................................................................................ 18

    WorkFlow Engine Settings .................................................................................................................. 18

    Email Settings ...................................................................................................................................... 19

    Modify the WorkFlow Engine Configuration File .................................................................................... 19

    Start WorkFlow Engine ........................................................................................................................... 19

  • WorkFlow Designer Printable Help

    iii

    WorkFlow Engine considerations ....................................................................................................... 20

    Process WorkFlow Activities ................................................................................................................... 20

    WorkFlow Events ........................................................................................................................................ 20

    WorkFlow Events .................................................................................................................................... 20

    Events .................................................................................................................................................. 20

    Event queue ........................................................................................................................................ 21

    Activities .............................................................................................................................................. 21

    View Event Configurations ...................................................................................................................... 21

    System Events ......................................................................................................................................... 23

    User-defined Events ................................................................................................................................ 27

    User-defined Events ............................................................................................................................ 27

    Create a User-defined Event ............................................................................................................... 28

    Modify a User-defined Event .............................................................................................................. 30

    Add a Workflow to an Event ............................................................................................................... 32

    Delete a Workflow From an Event ...................................................................................................... 34

    User-defined Event Conditions ............................................................................................................... 35

    User-defined Event Conditions ........................................................................................................... 35

    Create a User-defined Event Condition .............................................................................................. 35

    Modify a User-defined Event Condition ............................................................................................. 37

    Copy a User-defined Event Condition ................................................................................................. 38

    Group User-defined Event Conditions for Evaluation ........................................................................ 38

    Modify the Order of User-defined Event Conditions .......................................................................... 38

    Set a User-defined Event Condition to Optional or Required............................................................. 39

    Delete a User-defined Event Condition .............................................................................................. 39

    Query Condition Types ........................................................................................................................ 39

    Workflow Design ......................................................................................................................................... 43

    Workflow Design ..................................................................................................................................... 43

    Create a Workflow .................................................................................................................................. 44

    Modify a Workflow ................................................................................................................................. 46

    Import a Workflow ...................................................................................................