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Opening and Saving Workflow Templates

This page contains the following topics


Workflow templates can be stored as files or in the DPE Workflow System database (DpeCoreDb).

Opening a Workflow Template from File

  • Select menu item Workflow\Open from file... or shortcut Ctrl-Shift-O
  • A selection dialog appears
  • Select a workflow template file
  • Click Open

Use the Options dialog to configure the default location for workflows:

Opening recently used Workflows

  • Select menu item Workflow\Recently Used Workflows
  • Up to 10 items are remembered.
  • Items can be workflows from a file or database.
  • Last used is always on top.

Saving a Workflow Template as File

  • Select menu item Workflow\Save as file... or shortcut Ctrl-Shift-F
  • A dialog appears that allows to enter workflow template information. Name and Description are mandatory. Note: only DAVID Systems can sign workflows and change the Version info arbitrarily.



  • Click OK after entering information
  • A file save dialog appears
  • Enter a workflow template file name
  • Click Save

If the workflow was loaded from file before you can update it by shortcut Ctrl-S.

Opening a Workflow Template from Workflow System Database

  • Select the tab Templates (in the left area)



  • Optionally you can enter a search phrase in the search box
  • Double-click on a workflow template in the list

Or

  • Select menu item Worfklow\Open or shortcut Ctrl-O
  • A selection dialog appears
  • Select a workflow template
  • Click Open  

Saving a Workflow Template to Workflow System Database

  • Select menu item Workflow\Save As... or shortcut Ctrl-Shift-S
  • A dialog appears that allows to enter workflow template information. Name and Description are mandatory. Note: only DAVID Systems can sign workflows and change the Version info arbitrarily.



  • Click OK after entering information
  • Click Save

If the workflow already exists in the database you can update it using menu item Workflow\Save or shortcut Ctrl-S.

Open from XAML

Allows to modify the XAML source code directly and reload the designer applying the changes.

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