BANNER WORKFLOW

Quick Reference Guide

Banner Workflow Modeler Overview

Workflow Modeler Toolbar Tools used to search, save, print, copy, delete, and change model status.

Modeler Canvas Toolbar Tools used to create your models, define the flow of work and indicate
decisions. Each icon is defined below.

Tool

Action

Selector

Selects objects on the drawing canvas.

Component
activity

Places component activity on the drawing canvas. Component activities define work
to be performed through a business component.

Manual
activity

Places manual activity on the drawing canvas. Manual activities give users
information that they may need or instructs them to perform manual work.

Approval
activity

Places approval activity on the drawing canvas. Approval activities allow users to
review and accept or reject a completed activity.

Custom
activity

Places custom activity on the drawing canvas. Custom activities allow for custombuilt forms to be used in the workflow.

Email
activity

Places email activity on the drawing canvas. Email activities send emails to any
user.

Decision

Places decision on the drawing canvas. Decisions can help to add logic to a
workflow.

Parallel

Places parallel process bar on the drawing canvas. Used in pairs to define the start
and end of simultaneous activities.

Transitions

Inserts transitions between activities, parallels, stop, and start. All objects (except
notes) must be connected.

Self
Connector

Allows conditions to be placed on the connector so that the activity will repeat until
the condition is met.

Stop

Places stop object on the drawing area. Every path MUST lead to a stop. There can
be more than one stop in a model.

Note

Places a note on the drawing canvas.

Copyright SunGard Higher Education 2008. All rights reserved.

Helpful Modeling Hints

You can place activity objects anywhere.
Single-click the object in the Toolbar to
add one of those objects to the drawing
canvas. Double-click the object in the
Toolbar to add multiples of the same
object to the drawing canvas.
After activities are on the canvas, use the
Shift key to drag or select multiple
objects to copy, cut and paste, delete, or
drag and drop.
To delete an object, select the object,
right-click it and select Delete or click
the Delete key on your keyboard.
Transitions indicate the order in which
objects are performed. Once you have
drawn a transition between activities, you
CANNOT move it. Instead, delete the
transition and insert a new one. Reshape
a transition by selecting and dragging it.
If you seem to be stuck (e.g., every
time you click the canvas, you add
another activity or your mouse doesnt
seem to be working), try:
selecting the Selector icon
making sure that you do not have a
search window open but not visible.
The activity numbers are generated by
Banner Workflow to give each activity a
unique name. The activity name will be
updated when you enter a specific one in
the property sheet.
Activity names may alter the size of the
activity box. You may want to reformat
the activity boxes after youve completed
the entire model.
Use the Zoom icon to shrink or expand
the view of the modeler canvas.

BANNER WORKFLOW
Quick Reference Guide

Search/Function Button

Property Sheets
Property sheets are used to define all functions of the
workflow and the activities in the workflow. There is
a different property sheet for each activity type.

The Search/Function button

gives you the ability to search for an
appropriate value or open additional modeling features.

Step
1

Action
On the property sheet, click the Value column next to the
appropriate field.
Result: The Search/Function button appears.

Click the Search/Function button.

Enter a value in any of the search fields.

Note: Wildcards (* and %) are allowed.

Click the Search button.

Select the value from the Search Results list.

Click OK (or double-click the selected value).

Parameter Mapping
Context parameters are the data used in a workflow. Component parameters
are the data used by an activity. Arrows determine the direction that data is
passed.
IF data is passed FROM the workflow to an activity, then context parameters
are mapped TO component parameters.
Workflow Property Sheet

IF data is passed FROM the activity to the workflow, then component

parameters are mapped TO context parameters.

Component Activity
Property Sheet

Copyright SunGard Higher Education 2008. All rights reserved.