Get started in VisualFlow

Relevant for: Administrators

This section contains all the information you need in order to get started using VisualFlow.

Accessing VisualFlow

To access VisualFlow

1. Log in to FireFlow for configuration purposes. For details, see Log in for configuration purposes.

2. In the main menu, click Advanced Configuration.

   The Advanced Configuration page is displayed.

   

3. Click VisualFlow.

   VisualFlow opens in a new browser tab, displaying the List of Workflows page.

   

The VisualFlow user interface consists of the following major elements:

• Main menu: Used for navigating between the VisualFlow pages.
• Workspace: Displays the VisualFlow page selected in the main menu. When viewing a specific workflow, the workspace includes the workflow's layout. For more details, see Manage workflows.

• Toolbar: Displays your username and a link to information about the VisualFlow version.

To exit VisualFlow, close the browser tab.

View workflow layouts

A workflow's layout is a graph that includes all actions and statuses in the workflow, each of which can be clicked for further viewing and editing.

To view a workflow layout

1. In the VisualFlow main menu, click Workflows.

   The List of Workflows page is displayed.

2. Do one of the following:

   • Click on the desired workflow's name.
   • Next to the desired workflow, click Edit.

   The Edit Workflow page opens with the workflow's details, and the Layout area displays the workflow's layout.

   

   For information on the various layout elements, click Show legend or see the following table.

3. To zoom in, click the icon.

   The workflow layout is magnified. Use the scroll bar to view the desired part of the layout.

4. To zoom out, click the icon.

   The workflow layout returns to its regular size.

5. To print the workflow layout:

   1. Click .

      The workflow layout opens in a new tab.

   2. Use your browser's Print button to print the layout.

6. To view only the layout elements that are related to a specific action or status, click on the desired action/status.

   The Edit Action or Edit Status page appears, and the Layout area displays only those elements that are directly related to the selected action/status.

   

Workflow Layout Elements

This element...	Represents...
	A single workflow stage.
	A status. Click to edit the status's details.
	A status that is currently being edited.
	An action.
	An action that is currently being edited.
	Indicates that an action can be clicked for editing.
	Indicates that an action cannot be clicked for editing.
	A conditional action.
	A parallel action.