Available with Standard or Advanced license.
Available with Workflow Manager license.
The File menu contains the following items:
- New—This menu provides tools for creating new jobs from scratch or copying an existing job by cloning.
- Save and Save All—These commands allow you to save changes on the current job tab or all job tabs that contain edits.
- Current Database—This allows you to connect to any of the configured Workflow Manager (Classic) databases. For information on database configuration, see the Database configuration section in Configuring Workflow Manager (Classic).
- Exit—Exits the application.
The following shortcut keys provide you access to some commonly used commands like create new job, save changes and find jobs.
- CTRL+N to create a new job.
- CTRL+F to find jobs in system.
- CTRL+S to save changes to job properties.
Cloning jobs
The Clone Jobs tool allows you to copy information from an existing job and replicate it in a new job. By default, all the check boxes will be checked and the corresponding information will be duplicated from the cloned job.
If you want a different value entered for a particular property, with the check box checked, you will be able to modify the value. Leaving a check box unchecked will populate the value with the default value for the job type.
The number of jobs created can be modified, although the default will create only one job. Click the browse icon (...) next to Version or Parent Version to select a different version in the Select Version window that appears. Checking the Copy LOI check box will duplicate the existing LOI on the cloned job. If the job has attachments, you can check the Copy Attachments check box to keep the current job's attachment on the cloned job.
Switching Workflow Manager (Classic) database
If there are multiple Workflow Manager (Classic) databases configured for your machine, you can switch between these databases without exiting the application.
- Start Workflow Manager (Classic).
- Click File > Current Database and choose the Workflow Manager (Classic) database to which you want to connect.
The application (all configuration values, jobs, and so forth) is refreshed from the Workflow Manager (Classic) tables that reside in the selected database.
Exporting the job to a file
You can use the Export Job To File tool as a way of creating a backup of your existing jobs. The export file will create a configuration (.jxl) file and can be imported using the existing tools for importing Workflow Manager (Classic) configurations.
- Click File > Export Job To File.
The Browse dialog box appears.
- Choose a location to save the file and specify a name for the file containing the job(s) you are about to export.
- Click Save to create and save the file.
Recreating a workflow
The job workflow can be updated with the latest changes in the workflow after it has been created. When a job is created, the system makes a copy of the workflow that is used on the job. Changes made to the original workflow template are not automatically reflected on existing jobs. You can update the workflow for existing jobs as desired.
- Select the jobs that you want to update from the list view or map view.
- Click File > Recreate Workflow.
A dialog box appears for you to confirm re-creating the workflow.
- Click Yes.
Exiting the application
You can close the application from this menu.
- Click File > Exit.