Create, Edit, or Copy a Workflow

Project Workspace > Workflows > New Workflow
Project Workspace > Workflows > Load from Template
Project Workspace > Workflows > selected Workflow > Edit
Project Workspace > Workflows > selected Workflow > Copy

A Workflow is a reusable ordered sequence of searches against a specified data target. Workflows are created and managed at the Project level. You can create a new Workflow and save it for future use within the Project in these ways:

• Building a new Workflow from scratch.

• Copying an existing Workflow and modifying the copy as needed.

As you are building the Workflow you can save it within the Project at any time. This enables other Project members to run it themselves or copy it as the basis for a new Workflow of their own (the second bullet above). When you click Workflows in the Project Workspace Navigation Tree, all existing Project Workflows are listed both in the Navigation Tree and on the Workflows summary tab.

When you create a Workflow, you specify the initial search target (by default, Project Data) and each search query (step). The first query runs against the initial target, but each of the following queries runs against the results of the previous one. When the last step is complete, the final Workflow results are tagged and saved using the Tag and Folder specified in the Workflow.

In addition to naming a new or copied Workflow, you can modify the name (or description) of an existing Workflow at any time. ( However, you cannot rename a Workflow if it is running, is being edited by another User, or has been explicitly locked.) Workflow names must be unique within the project and can include alphanumeric characters, spaces, and some supported characters (such as a hyphen, underscore, and apostrophe, as well as characters from foreign languages (for example, Korean characters). However, the following characters are not supported for Workflow names: ! " # $ % & * + . / : ; < = > ? @ [ \ ] ^ { | } ~ “ ”..