5.1 Creating a Custom Library

You can create a custom activity library containing a set of pre-configured workflow activities you use often.

To create a custom library in the Workflow Designer:

  1. Drag the activities and connectors you want from existing libraries to the design grid.

  2. Configure the activities to suit your needs.

  3. On the Activity Library tab, in the Library group, click Create New Library.

  4. Drag the customized activities from the design grid to the new library.

    NOTE:When you add a customized activity to a library, Workflow Automation checks for a newer version of the activity. If a newer version is available, Workflow Automation automatically updates the activity.

  5. On the Activity Library tab, in the Properties group, click Library Properties.

  6. On the Library Properties window, provide the appropriate information, and then click OK.

  7. On the Activity Library tab, in the Library group, click Save Library.