7.2

1. Open the Plug-in Bar by clicking on its tab. If you can't see the Plug-in Bar tab, click on the View tab in the Ribbon and
make sure the Plug-in Bar is highlighted in the Show/Hide section.
2. Locate the task you want to add to your process. You can navigate between the different task categories by clicking the
icons at the bottom of the Plug-in Bar.
3. Using your mouse, click and drag the task in your process at the place you want to insert it.
4. Depending on where you place your mouse, you may see that you can replace or insert existing tasks, or not place it at
that location at all.
5. When you drop the task in the desired location, a dialog box containing the available task properties is displayed.
6. Set the task properties as required and click OK to close the dialog box.
There are a few things to keep in mind when dropping tasks:
l You can insert input tasks anywhere in the process except in output task locations.
l When you add an output task, a new branch leading to that new task is added above the selected task or branch,
except when replacing an existing output task.
l Dropping a task on top of another one replaces it.
l Dropping a task between two tasks will insert it at that location.
l You cannot add a task above the initial input task of a process, since new tasks are always added above a selected task
or branch.
Adding Branches
The PlanetPress Suite Workflow Tools Configuration program offers two different commands when it comes to adding new
branches to a process:
You can add a new branch, by dragging and dropping a branch, from the Process Logic category of the Plug-in Bar, into your
process. Branches can be added using the Adding Tasks method.
You can add a new branch that contains all of the tasks below the point where you insert the branch. To do this, right-click on
the first task that you want to include in the branch, and select Branch From Here... . An unknown task will be created as an
output below the branch.
Edit a Task
To edit a task, you simply need to access and change its properties. You may even do it while your process is in Debug mode
(see "About the Debug Mode" (page 213)).
To edit a task:
1. In the PlanetPress Suite Workflow Tools Process area, double-click the task icon.
A dialog box containing the available task properties is displayed.
2. Edit the task properties as required. Click specific tabs to see all the properties associated with the task.
3. Click OK to close the dialog box and save the new properties.
Replacing Tasks, Conditions or Branches
You can replace existing tasks either by dropping a new task on it, or by pasting another task over it.
To replace an existing task with a new task, see Adding Tasks
To replace an existing task with another existing task or its properties, see Cutting, Copying and Pasting Tasks and Branches
You cannot replace a task by a branch or a condition. Trying to paste or drop a branch or condition over a task will
The PlanetPress Suite Workflow Tools Configuration Program
©2010 Objectif Lune Inc - 52 -