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.