Workflow Editor

Workflow Editor enables you to create custom workflow wizards or edit existing workflow wizards. You can then access them through the Workflow Wizard or assign them to custom buttons you create through MyTAM Button Editor. These buttons are added to the MyTAM toolbar for easy access.

1. From Home Base, click Utilities.
2. On the Utility Manager screen, open the System Administrative folder and select Workflow Editor.
3. Click the arrow to continue.

TAM Workflow Editor Screen

The Workflow Editor screen lists workflows on the left side of the screen and displays Properties for the selected workflow on the right:

• Workflow Name: You can only edit this field if you created the workflow.
• Description: You can only edit this field if you created the workflow.
• Note File: You can only edit this field if you created the workflow. See Note File for more information.

In the Show section, click All Workflows to display all shared workflows, or My Workflows to display only the workflows you have created.

The following buttons display at the bottom of the screen:

• New: Click to open the Create New Workflow screen to add a new workflow.
• Save: Click to save changes to the current workflow Properties.
• Delete: Click to remove the selected workflow and all its steps. You may only delete workflows you created.
• WorkSteps: Click to add or modify steps in the selected workflow. Click here for details.
• Run: Click to execute the selected workflow.
• Exit: Click to exit Workflow Editor.

To determine whether a workflow is classified as a Workflow or Library, select the workflow and click the appropriate radio button in the This is a frame. (Libraries are groups of similar worksteps; for example, the Creators library contains worksteps that involve adding a new file to the system, and the Editors library contains worksteps that involve editing existing files. Workflows are groups of worksteps meant to be performed in the specified order.)

To determine whether or not this workflow should be shared with other users in your organization, select the workflow and click the appropriate radio button in the Share this Workflow frame.

To save the selected workflow to your computer or a network location, click File > Export. The Save As screen displays, allowing you to navigate to the desired location, enter a File Name, and press Save.

To import a locally saved workflow into TAM, click File > Import. The Open screen displays, allowing you to browse for the workflow file and click Open.

To assign a myTAM button to a workflow, see myTAM Button Editor.