User Guide | 2019.2

Diagramming workflows

You can view a workflow diagram of the configured states, events, and transitions. This may be helpful for explaining the workflow to other team members or visually evaluating the workflow.

1. Choose Tools > Administration > Workflow.

The Configure Workflow dialog box opens.

2. Select an item Type.

3. Click Diagram Workflow.

The Diagram Workflow dialog box opens.

4. Select the states to include in the diagram.

If you do not include a state, the states and events leading to it are not included in the diagram.

5. Click OK.

The diagram opens.

States and transitions are represented by the following shapes:

  • Green double square—Default state
  • Red double square—Closed state
  • Blue square—Open state
  • Blue line—Normal transition
  • Red line—Transition to a closed state
  • Yellow line—Transition from a closed state to an open state

Tip:  You can set project options to specify the font and output type of the workflow diagram. See Setting report project options.

6. Click Print to print the diagram or click Save As to save it.

7. Click Close when you finish.