Most of the work for creating a workflow takes place in the Diagram tab of Workflow Administration > Workflow Designer.
| To: | Do the following: |
|---|---|
| Add nodes to the diagram |
Click and drag individual nodes from the palette at the top and drop them into the beige canvas. A box with red squares is shown around the node to indicate that it’s selected:
|
| Add a link between nodes |
Click an anchor point around the node that you want the link to come from. You only need to click once and you don’t need to hold the mouse down. A link arrow is shown that follows the cursor:
Next, click an anchor point on the node that you want to link to. This completes the link between the nodes:
Note: A single anchor point can accept incoming links from more than one node. |
| Access node and link properties |
Select the node or link from the diagram and Dayforce shows the properties in the right sidebar. |
| Collapse the properties sidebar | Click the collapse icon ( ) at the top of the sidebar. |
| Delete links |
Select the link in the diagram and click Cut in the toolstrip. |
|
Delete nodes |
Right-click a node and select Delete:
When you delete a node, Dayforce also deletes incoming or outgoing links that are connected to the node. |
|
Copy and paste nodes |
Select a node and, in the toolstrip, click Copy, then click Paste. The properties of the node aren’t copied over to the new node. |
|
Cut and paste nodes |
Right-click a node and select Cut. Then, right-click and select Paste. The properties of the node aren’t copied over to the new node. |
| Move nodes already in the diagram | Click and a drag a node to the desired location. Hold Ctrl and click multiple nodes to add them to the selection. |
| Move the entire workflow diagram | Click and drag anywhere in the canvas area to move all links and nodes. |
| Print the diagram | Click Print in the toolstrip. Dayforce opens the print dialog box for your browser. |
| Resize nodes |
Select the node so that a box appears around it. Next, click and drag one of the red squares until the node is at the desired size:
|
| Resize sidebars |
Click and drag the border of the sidebar to the desired width:
|
| Rename nodes | Select a node and update the Name field in its properties. You can’t name nodes directly in the diagram. |
| Rotate nodes |
Select the node so that a box appears around it. Next, click and drag the red circle above it:
|
| Undo or redo actions taken in the diagram | Click the Undo or Redo buttons in the toolstrip. |
| Zoom the canvas in and out | Click Zoom In and Zoom Out in the toolstrip. You can also place the cursor in the canvas area and zoom in and out with the scroll wheel on your mouse. |
