A quick tour of ArcGIS Workflow Manager

Overview of the application

The Workflow Manager user interface provides tools to create and manage jobs throughout the entire life cycle of the job.

Client Overview
The client application is the main entry point for creating and managing work with Workflow Manager.

All the information below is also covered in more detail in subsequent sections in this help document.

File menu

New—Create new jobs in the system.

Save—Save job edits on the current job tab.

Save All—Save job edits from all job tabs containing edits.

Export transactions (3x/9.3)—Export the transaction XML for jobs that have transactions.

Current Database—Point the Workflow Manager application to a different Workflow Manager server.

Exit—Exit the application.

Edit menu

Find Jobs—Open the Find Job dialog box.

Set Database Login—Enter login information for the current job's spatial database.

View menu

Auto Fit Workflow—When viewing a job's workflow, the workflow diagram will be resized automatically to fit the window.

Auto Select Current Step—When viewing a job's workflow, the current step will be automatically selected.

Windows—Turn application tabs off and on.

Help menu

Help Contents—Launch this help file.

About—Access general information about the Workflow Manager installation.

Job tools

Create new Job(s)—Create a new job.

Clone a job from an existing job—Create a new job by cloning an existing job.

Close Job—Close a job.

Save—Save job edits on the current job tab.

Save All—Save job edits from all job tabs containing edits.

Find Job—Search existing jobs.

Show Child Jobs—List all child jobs for the selected job.

Reassign Jobs—Reassign many jobs at once.

Workflow tools

The shortcut for workflow tools allows you to execute and mark steps as done in the workflow for the selected job without having to be on the Workflow tab.

Job queries and searches

Quickly search and list jobs in the Jobs Listing window by various queries. Custom folders and queries can be created. Whenever you use the Find Jobs tool, an entry will be added to the Searches folder so you can quickly return to the results later on in your session. These results can be saved as permanent queries by right-clicking them.

Job tabs

These tabs are Job Properties, Extended Properties, Linked Properties, AOI, Job History, Notes, Attachments, Holds, Dependencies, Step Descriptions, and Workflow.

Jobs List or Map View

The Jobs List tab displays a list of jobs for the selected query. Map View displays a view of the AOIs for all jobs in the selected query.

Application views

The jobs view is the entry point in the application for creating and managing jobs in the Workflow Manager system. The reports view allows you to execute configured reports in the system.

Overview of Administrator

Administrator provides tools and components that allow you to define your Workflow Manager system. This is where you configure the users that will be accessing your system. You will define your job types, workflows, and step types and publish them for your end users. These components can be added by right-clicking the container and clicking the Add option on the menu. You can also select a component and right-click to edit, delete, or copy.


After installation, you can open Administrator to add database connections for the repositories. Administrator supports easily switching between repositories without exiting the application.

This new user interface also allows you to right-click an element (workflows, step, maps, and so forth) in one database and simply send them to another database. This allows you to easily share elements between multiple repositories.

File menu

Add Connection—Add a database connection.

Exit—Exit the application.

Import/Export menu

Import—Import Workflow Manager configuration.

Export—Export Workflow Manager configuration.

Import Active Directory Configuration—Import users from Active Directory.

Settings menu

Workflow Manager System Settings—View and update the Workflow Manager system settings.

Connect to Default—Connect to the default Workflow Manager database when Administrator opens.

Help menu

Contents—Launch this help file.

About—Access general information about the Workflow Manager Administrator application.

Published 6/7/2010