Creating a Workflow:

To create a workflow in Canvas Studio, perform the following steps:

1. On the home page of Canvas Studio, click Create > Workflow.
   

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   The Create Workflow page appears.
   

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   On the left side of the page, you can find the options of Start, State, Action, Activity, Rule and End. The automatic presence of the Start symbol enables the user to initiate the creation of a workflow. Start denotes the beginning of the workflow, while End indicates the conclusion of the workflow. State represents the state of the workflow, while Action and Activity trigger their respective functions, thereby facilitating the formation of a workflow. Rule allows the users to assign rules for the workflow in accordance with their requirements and needs.
   

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2. Right-click the Start symbol and click State.
   

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   On the right side of the page, State ID, Description and Is Default options appear, categorized under the section of Property.
   

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2. In the Property section, perform the following steps:
   
   1. Give a unique ID in the State ID
   field.
   2. Type the description in the Description
   field.
   2. If the assigned state is the default state in the workflow, select the Is Default
   checkbox.
   2. Click Save to save the state details.
      

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2. Right-click the INIT state and then select Action.
   

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   The options of Action ID, Description, Transaction Required and Edit Mode appear on the right side of the page and these options are categorized under the section of Property.

   1. Give a unique name to Action ID and type the words of your choice in the Description field.
   2. Click the checkboxes of Transaction Required and Edit Mode.
   3. Click Save to save the action details.
      

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2. Right-click the Submit action and then select Activity.
   

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   On the right side of the page, the Activity Type appears, categorized under the section of Property.
   

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2. Select a relevant activity from the Activity Type drop-down list. For more information on activity types, refer Activities.
   

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2. To save the newly selected activity, click Save Activity.
   

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   You can add numerous activities to your workflow based on your needs and requirements. You can even use your own set of relevant activities to fulfil the requirements of creating your own workflow. For more information on creating activities, refer Creating Activities.
   

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   The following sample screen shot showcases the selection of movetoState Activity.
   

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2. To assign rules for you your workflow, right-click the moveToState activity and click Rule. For detailed information on using rules in a workflow, refer Using Evaluators (Rules) in a Workflow. 
   

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2. To conclude the workflow, right-click the moveToState activity and click End.
   

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   The newly created workflow appears as shown in the following screen shot:
   

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2. Click icon to configure the settings of the workflow.
   

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2. Type the words of your choice in the Description field.
   
   1. In the Bundle field, type the name of the bundle key associated with the property file.
   2. Click Start State drop-down list to select the initial state of INIT.
   3. Click PreInit Action to select the pre-initialized action of Submit. It is not mandatory for the users to select the PreInit Action.
   4. Once the proceedings are completed, click Save.
      

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2. Click the ID text field to modify the workflow ID.
   
   1. Once the workflow gets saved, then it is not possible to modify the workflow ID. Only when you create a workflow,
   it's
   1. it’s possible for you to edit the workflow ID. Later when you edit an existing workflow, the ID field becomes a non-editable one.
   2. You can even modify the Name of the workflow. Unlike the ID text field, the Name of the workflow is an editable field and you can modify it at all times.
      

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2. Click icon to save the workflow.
   

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   A confirmation message, indicating a successful save appears.
   
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1. Click Ok.

Using Workflow as a Request Category in Request Modeler:

Canvas enables you to use your own customized workflow as a Request Category in Request Modeler. To make use of your own customized workflow as a Request Category in Request Modeler, perform the following steps:

1. On the home page of Canvas Studio, click Create>Request. For more information on creating a request, refer Creating Library Request.

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1. Select the newly created workflow that appears automatically in the Request Category drop-down list, e.g. NEW WORKFLOW.

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1. To configure Request Modeler, refer the pages of Configuring Request Modeler and Creating Library Request. Click Save to save the request.

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Once the request gets saved, the Workspace Menu Selection page appears.

1. Click the Workspace Id field and select a workspace of your choice from the list of existing workspaces.

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1. Once the proceedings get completed, click Save.

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A confirmation message, indicating a successful save appears.
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1. Log on to the functional application (e.g. Modelhouse) using your credentials.

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1. On the home page of the application, select the workspace, in which the workspace menu was created, e.g. New Workspace.

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1. Click the New Request menu.

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The Create Request window appears.
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1. Enter the relevant values in the relevant fields and click Submit.

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Since the workflow did not consist of pre-confirmation and authorization activities, the entered data gets submitted directly without involving the process of authorization and validation. A confirmation message, indicating a successful completion of the request appears.
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1. Click Ok.

Editing a Workflow:

To edit a workflow, perform the following steps in Canvas Studio:

1. On the home page of Canvas Studio, click Request Category.

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The Request Category page appears.
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1. Right-click the workflow of NEW_WORKFLOW and click the Edit Request Category option.

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1. Edit the workflow based on your needs and requirements.

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1. Click Image Removed icon to save the edited workflow.

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A message box appears, stating that the pending transactions, associated with the requests, involving the current workflow will be moved to the Reject status, so as to ensure that the mechanism on processing requests is carried out in a viable and significant manner. The Status Code is an editable field and you can make relevant changes to it, in accordance with your needs and requirements.

1. To submit the edited workflow, click Submit.

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A confirmation message, indicating a successful save, appears.
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1. Click Ok.

Deleting a Workflow:

To delete a workflow, perform the following steps in Canvas Studio:

1. On the home page of Canvas Studio, click Request Category.

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The Request Category page appears.
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1. Right-click the workflow of STATE_FLOW3644 and click the Delete Request Category option.

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A message box, prompting for the deletion of the workflow appears.

1. Click Yes.

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2. Click Ok.