WorldServer launches the Workflow Editor with predefined required elements (Start, Finish, Cancel) in place. Another pre-defined step, Auto-Error, becomes available if automatic actions have been set up.

• Click Insert > Insert Human Step to add a step taken by a person, or click the Insert Human Step icon.
• Click Insert > Insert Automatic Step to add a step taken automatically, or click the Insert Automatic Step icon.
• Click Insert > Insert Parallel Review Step to add a review step performed in parallel with other reviews, or click the Insert Parallel Review Step icon
• Click Insert > Insert Parallel Sub-Workflow Step to add subordinating workflow that occurs in parallel with other steps, or click the Insert Parallel Sub-Workflow Step icon.
• Click Insert > Insert Sub-Workflow Step to add a subordinating workflow, or click the Insert Sub-Workflow Step icon.

Note: To insert a sub-workflow step, you must have previously defined other workflows.

If you are creating a workflow that has complex loop-back transitions, depending on where you position your steps, some transition lines might overlay each other, making it difficult to quickly determine which way the flow arrow goes. To help clarify this, the workflow editor highlights incoming and outgoing transitions of selected steps with different colors, so by selecting one step or the other, you can easily disambiguate those transitions.

Note: If you are creating a workflow for a term or term-entry validation process, select the Term Based workflow type before saving. If you are creating a workflow for an automated quote-approval process, select the Quote Based workflow type. Otherwise, use the default type, Asset Based. You can also specify the workflow type property in the Start step.