The process for developing a workflow involves a series of phases. You can follow a different sequence of phases or skip a phase, depending on the type of workflow that you are developing. For example, you can create a workflow without custom scripting.

Generally, you develop a workflow through the following phases.

  1. Create a new workflow or create a duplicate of an existing workflow from the standard library.
  2. Provide general information about the workflow.
  3. Define the input parameters and out parameters of the workflow.
  4. Lay out and link the workflow schema to define the logical flow of the workflow.
  5. Bind the input and output parameters of each schema element to workflow variables.
  6. Write the necessary scripts for scriptable task elements or custom decision elements.
  7. Create the workflow presentation from the Input Form tab.
  8. Validate the workflow.