Workflow Steps
Management > Workflow > Workflows:Add > Insert Step
Management > Workflow: <Workflow name> > Launch Workflow Editor > Insert Step
Workflow steps represent a particular action that needs to be taken. WorldServer workflows can contain a number of different types of steps:
You can add or modify steps in WorldServer in Management > Administration > Customization .
To create a step
  1. In the Workflow Editor:
    • 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.
  2. Place the step within the workflow. Move the cursor to the appropriate location, and click to place it there.
Child Topics
Predefined Workflow Steps
Human Workflow Steps
Automatic Workflow Steps
Loading Additional Automatic Actions
Parallel Review Workflow Step
Sub-Workflow Step
Parallel Sub-Workflow Step
Parent Topic
Adding a Workflow