All pages
Powered by GitBook
1 of 1

Business Group Management in WorkFlow Designer

Fig 1. Business Group display in WorkFlow Designer

Creating a New Business Group

  1. Double-click Business Groups. The Business Groups will be listed under this category and all existing Business Groups will be displayed in your work area.

  2. Click Toolbox.

  3. Drag the Business Group icon to the work area.

  4. Click the New Business Group in your work area.

  5. Click the Properties window tab.

  6. Provide the Description, Name, and Escalate To [optional].

  7. On the quick access toolbar, click Save icon or press CTRL+S to save your changes.

The asterisk next to the Business Groups tab indicates that the record has not been saved. After you have saved the record, the asterisk will disappear.

Editing an Existing Business Group

  1. Double-click Business Groups. The Business Groups will be listed under this category and all existing Business Groups will be displayed in your work area.

  2. Click the Business Group that you want to edit.

  3. Click the Properties window tab.

  4. Edit the properties of the Business Group as required.

  5. On the quick access toolbar, click Save icon or press CTRL+S to save your changes.

The asterisk next to the Business Groups tab indicates that the record has not been saved. After you have saved the record, the asterisk will disappear.

Deleting a Business Group

  1. Double-click Business Groups. The Business Groups will be listed under this category and all existing Business Groups will be displayed in your work area.

  2. Click the Business Group that you want to delete within the WorkFlow.

  3. Above the ribbon, click the Delete icon. A message will be displayed, “Are you sure you wish to delete the selected item(s)?”

  4. Click OK.

  5. On the quick access toolbar, click Save icon or press CTRL+S to save your changes.