Home Menu

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Home Menu

The Home tab provides a variety of tools and options designed to assist users in creating and managing workflows effectively. Below is a detailed overview of the available menus and their functionalities.

New

1. The New menu enables users to create a fresh workflow or solution within the Designer.
2. Selecting the New Solution option allows users to start a new solution. Upon selection, a pop-up window appears prompting the user to provide essential details such as the solution name, solution description, workflow name, workflow description, and the file path to save the solution.
3. To create a New Workflow, users can select the corresponding option. A pop-up window will appear with pre-filled details, including the workflow name, workflow description, and the file path where the workflow should be saved. 

Open

The Open menu allows users to access workflows, whether within the same solution, across different solutions, or from templates. This feature streamlines the process of retrieving previously saved solutions or workflows while enabling the extraction of encrypted packages that have been published, ensuring smooth access to their content.

Open a Solution or Workflow: Users can open existing solutions or workflows by selecting this option. The process mirrors opening an existing solution or template. Simply click on the option and choose the required workflows from the designated folder.

Save 

The Save option will be enabled at the beginning of the workflow creation and whenever users make a change in the workflow. The workflow will be saved automatically as the
user has already entered the location path while creating. The user can save a particular or the current workflow by clicking on the Save workflow and if the user wants to save
all the workflows at one go, then click on Save all workflows.

Click here to refer how does publish works. 

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