WorkFlow Designer

The XMPro WorkFlow Designer is a Windows application that is used to configure business processes in XMPro.

Workflow Designer Navigation

Fig 1. Standard WorkFlow Designer Environment

The Designer has the following sections:

Toolbox Window	The Toolbox contains all the structures needed to create the different components of your site.
Properties Window	Displays the properties of the item selected in the work area. You edit the properties of the selected item in this window.
Server Explorer Panel	Displays a tree view of your Process Groups, Processes, Business Groups, and Roles.

The Ribbon Bar

The ribbon bar at the top of the window is the main navigation menu and has several tabs and menu items. Many of the items on the menu are access controlled and only certain users may be able to use them. If an item is greyed out, it means that a user does not have the necessary rights to access the item.

The following sections cover the different tabs of the ribbon bar and its menu items.

The File Tab

Fig 2. File Tab display

The File tab contains the following menu items.

New Site File	Click to enter the URL of the XMPro site to which you want to connect.
Open	Click to open an XMPro Site File.
Recent	Click to access any recent WorkFlow Designer Workspaces.
Save	Click to save last changes made.
Save All	Click to save all open documents and pending saves.
Log Off	Click to log off of the current connected WorkFlow Designer Workspace.
Exit	Click to exit the WorkFlow Designer.
Options	Click to change the WorkFlow Designer options.

The Design Tab

Fig 3. Design Tab

Integration Group
Connectors Administration	This Administration function enables you to manage connector plugins for your site.

Version Manager	This function enables you to manage process versions. You can create new versions, activate versions.

Designers Group
Report Designer	The Report Designer enables the user to quickly design and implement reports. The wizard contains a Designer, a Print Preview as well as an HTML view.
Dashboard Designer	The Dashboard Designer enables the user to quickly design and implement dashboards.

The Publish Tab

Fig 4. Publish Tab

Deployment Group
Transfer Manager	Allows you to export and import processes from one site to another.
Launch Workspace	Launches your solution in your Browser.
Reload Server Settings	This function refreshes the Workspace settings (any changes made on the Settings tab of the Ribbon Bar).

Management Group
Language Manager	This tool allows you to change to a language of your choice. The text of menus, static text in the Workspace, as well as the text of objects (fields) within activities (screens) will be changed. Only a user with Administrator rights will be able to change the language.
Setup Validation	Tests the integrity of your Roles and Users. It will not make any changes to your site.
Configuration Encryption	This tool encrypts your site configuration file. Once the file is encrypted, it cannot be modified using a text editor. It is imperative that all site.config files are encrypted prior to going live. The security of your site cannot be guaranteed if the file is not encrypted.

The Administration Tab

Fig 5. Administration Tab

Account Group
Account Lockout	Allows an Administrator to unlock locked user accounts. A user account is locked after unsuccessful login attempts have exceeded the value set in site settings.
User Editor	This tool allows you to create, edit and delete users. There are two tabs in the work area Designer and Editor. The Designer tab allows you to drag and drop user icons from the Toolbox and then use the Property Window to configure the User Properties. The Editor tab is used by more advanced Administrators and provides a grid interface to manage Users.
User Importer	A wizard that allows the Administrator to import users either from a comma delimited file (*.csv) or from the Active Directory you are connected to.

Settings Group
Workspace	Allows you to specify your Application Settings. The Description Column guides the Administrator in setting global parameters.
Custom Connections	Contains Custom Connections to databases.
Add Custom Settings	Adds a custom setting of a key or value type. Key types are used create a logical group for value settings.

Email Settings Group
Security	Contains all the possible security values required to send email. For OAuth: ClientId, ClientSecret and TenantId, for Smtp authentication UserName and Password.
DeliveryMethod	The PickupDirectory in IIS is the location where applications store email messages for processing by the SMTP server. Use these settings to indicate if IIS is to use a PickupDirectory and the location of the PickupDirectory. By default this is not used.
Settings	Set up basic Smtp configuration like the HostAddress, Port etc.
Subject	Set the encoding to use for the subject of the mail message. By default it is set to us-ascii.
Body	Sets the encoding and if the body of the mail message is HTML. By default encoding is set to use us-ascii and IsHTML is set to true.
Options	Sets other settings like BCC, CC, From, Priority, ReplyTo and To. The From address must be a valid email that is allowed to send messages from the Smtp Server

Authentication Group
SAML	Set the settings relating to integration settings when using SAML2 for authentication.

Custom Settings Group
Reports	Key\value combinations of the name of the report and the location report. These settings are be used to display reports in WorkFlow activities. For more information, click here.
ReportConnections	Sets the data integration connection settings used in Reports.
DashboardConnections	Sets the data integration connection settings used in Dashboards.
Notifications	Settings used by the Notification and Alert service that is deployed as part of WorkFlow Monitor

The Help Tab

Fig 6. Help Tab

General Group
About	Click to show WorkFlow version details, client and server version details.
License Manager	Used to apply your license key. This function will also indicate how many of your available users have been used as well as the expiry date of your license.
Documentation	This button directs you to XMPro Documentation site, which includes comprehensive information about XMPro, such as How-to guide, End-To-End Use Case, and numerous knowledge base articles.

Visibility Group
Process Explorer	Tick to display Process Explorer, which shows a tree view of Process Groups, Processes and Activities.
Business Group	Tick to display Business Group tab, which shows a tree view of Business groups and roles.
Toolbox	Contains all the objects or structures required to build your site. It includes Processes, Activity Designer objects (to design your screen or page), Visio Designer, Roles, and Users.
Properties	Displays the properties of whatever object is selected in the Work Area. You can edit the properties in this window.

The Visio Tab

XMPro has Visio embedded for a rich process design experience. XMPro supports Visio Stencils. This enables business users to have basic flow charts or complex Business Process Modelling Notation (BPMN) and Case Management Modelling Notation (CMMN) based models. XMPro also supports these business or industry specific modelling notations.

Fig 7. Visio Tab

Document Group
Load Document	Allows you to open an existing Visio drawing.
Save Document As	Allows you to save the current Visio drawing locally.

Page & Print Group
Page Setup	Allows you to setup the page for the current Visio drawing.
Print Preview	Allows you to preview the page for the current Visio drawing.
Print	Allows you to print the page for the current Visio drawing.

Note: Using Visio is optional. Processes can be designed without Visio. By default, Visio Designer is disabled as you need to have Visio 2019 64bit or later installed on you workstation. To enable Visio Designer go to File Tab > Options > General.