Overview

Items, such as screens, can be dragged from the toolbar directly onto the canvas to create new workflow content. Clicking on a toolbar option lists all existing items of that type in the repository, these can then be dragged onto the canvas.

We refer to the items on a workflow as nodes, each node on a workflow represents a part of the application that either exists or is a placeholder for the future. Nodes are representations of the item they are linked to or will be linked to, therefore they can be given different names to the actual items. This gives greater flexibility and clarity when creating a workflow. Clicking on a node on a workflow opens its properties.

Adding a Screen Node

Screens represent user interactions within a workflow.

New

1. Drag the  Screen icon from the toolbar onto the workflow canvas.
2. A new screen node is created.
3. Double-click the screen node on the canvas to start the screen creation wizard. See Screens.
4. Note, in the screen's properties, any actions which exit this node will appear in the list under:
   1.  Actions tab → Unconnected Actions. Drag this action into a button to link it or onto a screen to create a new button backed by this action.

Existing

1. Click the  Screen icon on the toolbar and a list of existing screens will be displayed in the repository pane.
2. Drag the required screen onto the canvas and a node will be created that is linked to the screen.
   1. Note, the node does not need to have the same name as the screen, instead you can label it with the process name. For example, a screen called "Companies", might be labelled "View New Companies".

Adding an Actionflow Node

New

1. Drag the  Actionflow icon from the toolbar onto the workflow canvas.
2. A new Actionflow can created or an existing Actionflow selected from the drop down list.
   
   1. Note, removing the Actionflow from the workflow will not delete it from the repository. This has to be undertaken separately.
3. Double-click the icon to open the Actionflow. See Wiring Inputs Into an Actionflow.
4. Note, this Actionflow will be available on any screen it exits
   1. Open the screen's properties →  Actions tab → Unconnected Actions

Existing

1. There are two options for adding existing Actionflows:
   1. As above, dragging from the toolbar and selecting an existing Actionflow from the drop down.
   2. Click the Actionflow toolbar icon and a list of existing Actionflows will be displayed in the repository pane.
   3. Right-click on a Screen node and select Show Actionflows. 

      
      

2. Drag the required Actionflow onto the workflow and a node will be created.
   1. Note, the node does not need to have the same name as the Actionflow.

 Adding a Workflow (embedded workflow) Node

New

1. Drag the Workflow icon from the toolbar onto the workflow.
2. A new embedded workflow node is created.
3. Double-click the icon to open the workflow.

Existing

1. Click the Workflow toolbar icon and a list of existing workflows' will be displayed in the repository pane.
2. Drag the required workflow onto the workflow and a node will be created.

 Adding an Analysis Model Node

New

1. Drag the Analysis Model icon from the toolbar onto the workflow.
2. A new Analysis Model node is created.
3. Double-click the icon to open the Analysis Model.

Existing

1. Click the Analysis Model toolbar icon and a list of existing Analysis Models will be displayed in the repository pane.
2. Drag the required Analysis Model onto the workflow and a node will be created.

 Adding an External Task Node

External task represent processes in the workflow which occur outside of PhixFlow. 

Connecting Nodes 

1. Hover over any node on the workflow and the connector symbol will appear.
2. Click on the symbol and drag the arrow to the node you wish to connect to.
3. This is illustrated below:

Labelling Connectors

1. Click on a connecting line to open its properties.
2. Enter the required value in the label.
3. Click  Apply.
4. The label will appear on your workflow.

Removing Connections

1. Right click on the connecting line you wish to remove. 
2. Click Remove Connector.

Adding Descriptions

It is advised to add descriptions to the node to provide information about each node's role in a business process.

1. Click on any node to open its properties.
2. Enter a description that outlines this nodes role in the business process.
3. Click  Apply.
4. The description will appear on your workflow when you mouse over a node.