Navigate the Ribbon
The Ribbon contains tools and commands that you use to create workflows in the K2 Workflow Designer. These commands are located within the following tabs on the ribbon:
- File
- Home
- View
You can find the Redo, Undo, and Save buttons on the right side of the ribbon.
Get to know the Ribbon
Use the following image to identify the ribbon.
The Redo, Undo, and Save buttons are located on the right side of the ribbon, just beneath your name.
The designer keeps track of every step or action you perform. You can click on the Undo button to remove the last step you added or action you performed. To reapply what was undone, click the Redo button.
- From the K2 Workflow Designer ribbon select the File tab.
- The File tab contains three sections - Info, Options, and Close.
- The Info menu is selected by default.
- Name
- Description
- Location - use the Location link to access the category where the workflow is saved.
- Last Modified date
- Create date
- Author name
- Last Modified by name
- On the Options section you can enable or disable tips and configure mouse behavior for the canvas.
- Clicking Close automatically saves your workflow and closes the K2 Workflow Designer, and then returns you to the K2 Designer.
The following table explains the available options:
Option | Description |
---|---|
Deploy | Click Deploy to deploy your new or updated workflow to the K2 server. |
Delete | Click Delete to delete this workflow instance from the database. This only deletes saved and draft workflow definitions. Deployed workflows are not deleted and new instances of the deployed workflow can still be started. |
Properties |
The Properties section displays general detail for the workflow, such as: |
Dates | The Date section shows the Last Modified and Created date of the selected workflow. |
People | The People section shows who authored and who last modified the workflow. |
The following table explains the available options:
- From the K2 Workflow Designer ribbon select the Home tab.
The following table explains the available options:
Option | Description |
---|---|
Paste | Allows you to paste a copied item onto the canvas. (Shortcut Ctrl + V ) |
Cut | Allows you to remove the selected item from the canvas. (Shortcut Ctrl + X) |
Copy | Allows you to copy a selected item on the canvas. (Shortcut Ctrl + C) |
Select All |
Allows you to select all items on the canvas (Shortcut Ctrl + A) |
Rename | Allows you to change a step label. |
- From the K2 Workflow Designer ribbon select the View tab.
The following table explains the available options:
Option | Description |
---|---|
Go to Start | Click this option to go to and select the Start step. |
1:1 | Click this option to display your workflow in a 1 to 1 ratio. This is helpful when the canvas view has been zoomed in or out. |
Zoom In | Click this option to zoom in the canvas. |
Zoom Out |
Click this option to zoom out the canvas. |