Varicent Sales Performance Management Documentation

Your first look at an improved Workflow Manager

new_workflow_manager_UI.png

We've updated the toolbar. You can still start and stop a workflow, access settings, and add workflow payees, but now you can also delete or duplicate a workflow from the toolbar.

We've added a contextual toolbar. Selecting any node in the workflow brings up a toolbar for contextual actions related to that node. Keyboard shortcuts are also supported for contextual actions: undo, redo, cut, copy, delete, and so on. Also new is the ability to assign a start or end node, rather than having to drag a line from the node to the start or end.

We've also changed the way pending value submissions work. Previously, pending value submission could only be applied at a global level (either all workflows allowed pending values, or none did). Now, pending values can be applied at a workflow level, giving you greater flexibility in data submission.

This is the first release in a series of improvements to Workflow Manager. Stay tuned for more improvements coming soon!