The Blueprint User Interface

The Explorer

The Main Content Area

The Utility Panel

UX Changes in Blueprint 12.2

UX Changes in Blueprint 12.3

Discussions Dashboard

Cancel Jobs

Open a Project

Close a Project

Change Your Password

Organize Artifacts and Assets

Status Indicators

Blueprint Help

Search for Help Content

Access the Jobs List

About the Jobs List

Generate Test Cases

About Test Case Documents

Blueprint Release Notes

Base Artifact Types

Actors

Document Artifacts

Folders

Model Artifacts

Process Artifacts

Textual Requirement Artifacts

User Stories

About Reuse, Merge, and Quick Reconciliation

Reuse a Single Artifact

Reuse Multiple Artifacts

Suspect Traces

Merge Artifacts

Quickly Reconcile Artifacts

Using Descendants View

Manage Columns in Descendants View

Filter Columns in Descendants View

Edit Inline in Descendants View

Bulk Edit in Descendants View

Add Artifact Descendants to a Collection, Baseline, or Review in Descendants View

Delete Artifacts in Descendants View

Save a Default View

View and Edit Artifacts in the Utility Panel

Edit Artifact Properties

View Relationships and Traces

Add Actor Inherits

Add Files to an Artifact

Discussions and Adding Comments

Intelligent Recommendations

Artifact History

Version Compare

Side by Side Version Compare

Restore an Artifact to a Previous Version

Restore Values or Attributes of an Artifact to a Previous Version

Formatting Shapes and Adjusting Canvas Attributes in the Universal Model Editor

About Impact Analysis

Initiate an Impact Analysis

Export an Impact Analysis to Excel

Impact Analysis Interface

Access an Artifact’s Properties and Discussions in an Impact Analysis

Add Traces

Add Traces in the Utility Panel

Add Traces Using the Manage Traces Button

Add Inline Traces Using a Quick Key

Add an Inline Trace with the Links Menu

Add Bulk Traces

Add a Trace to a Sub-Artifact

Add Bulk Traces to Sub-Artifacts

Edit the Direction of Traces

Delete Traces

About Glossary

Add Glossary Terms

Edit Glossary Terms

Glossary References

Add a Trace to a Glossary Reference

Create a New Artifact

Visio Import

Visio Mapping

Word Import

Excel Import

Excel Import FAQ

Excel Update

Search for Artifacts

Save and Publish Artifacts

Move Artifacts

Discard and Delete Artifacts

Copy Artifacts

Generate a Document

Steal a Lock

Global Actions

Edit Artifacts in the Process Editor View

Export Artifacts to Excel

Export Artifacts to Word or PDF

Work with Multiple Artifacts Simultaneously

Change an Artifact Type

Visio Import Known Issues

Using a Designated Approval Property

Connect Shapes in the Universal Model Editor

Rotate Shapes in the Universal Model Editor

Resize Shapes in the Universal Model Editor

Format Multiple Shapes in the Universal Model Editor

Customize Shapes

Use Shape Commands

Align Shapes in the Universal Model Editor

Default Library

Basic Library

BPMN Library

Use Case Library

Flow Chart Library

Entity Relationship Library

UI Mockup Library

About the Universal Model Editor

Create a Model Artifact

Customize the Canvas in the Universal Model Editor

Add and Label Shapes to the Canvas in the Universal Model Editor

Move Shapes in the Universal Model Editor

Add Links and Inline Traces to Shapes in the Universal Model Editor

Add and Label Connectors in the Universal Model Editor

Container Shapes in the Universal Model Editor

Pool Shapes

BPMN Variations in the Universal Model Editor

Shapes as Sub-Artifacts

Print Model Artifacts

Convert Legacy Blueprint Diagrams

About Collections

Create a Collection

Add Artifacts to a Collection

Remove Artifacts from a Collection

Manage Columns in a Collection

Filter Columns in a Collection

Bulk Edit in Collections

Edit Inline in Collections

View and Edit Collection Artifacts in the Utility Panel

Add Collection Artifacts to a Baseline or Review

Export Artifacts to Excel in Collections

Export Collection Artifacts to Word or PDF

About Baselines

Create a Baseline

Add Artifacts to a Baseline

Remove Artifacts from a Baseline

Set a Timestamp in a Baseline

Seal a Baseline

About the Review Experience

The Review Experience User Interface

The Review Experience Utility Panel

View and Approve Artifacts in a Review

Filter Your Review in the Review Experience

Discussions and Adding Comments in the Review Experience

Display Only Descriptions and Diagrams in a Review

Track Your Review Progress in the Review Experience

Complete a Review in the Review Experience

Create a Review

Add Artifacts to a Review

Add Unauthorized Artifacts to a Review

Remove Artifacts from a Review

Set the Approval Status for a Review

Add Participants to a Review

Remove Participants from a Review

Set Roles for a Review

Add Instructions to a Review

Start a Review

Manage Discussions in a Review

Require Participants to Complete a Full Review

Require Review Approvals to Have Electronic Signature

Add an Electronic Signature and Meaning of Signature to a Review

Set an Expiration Date for a Review

Monitor and Analyze Statistics in a Review

View Artifacts' Individual Metrics and Details Reports in a Review

Close a Review

Create a Follow-up Review

Review Notifications

Configure Review Notifications

Add and Assign Meaning of Signature

About Reviews

Types of Reviews

About the Workflow Canvas

The Workflow Canvas vs Workflow XML Definitions

Create and Define a Workflow with the Canvas

Define Actions in a Workflow that are Triggered by Transitions

Workflow XML-Canvas Interaction

Transitions as Triggers Workflow Example

Linear Progression Workflow Example

Loopback Workflow Example

Branching Workflow Example

Trigger and Action Examples

Artifact Creation and Property Update Triggers Workflow Example

Associate Workflows with Artifact Types and Projects Example

Workflow XML Reference

Workflow XML Reference - Action Properties

Workflow XML Reference - Triggering Events and Parameters

Workflow XML Reference - Triggering Events and Valid Actions

About Workflows

Workflow Components

Put Workflow Components Together

Create a Workflow

Edit a Workflow

Delete a Workflow

Disable a Workflow

Upload a Workflow

Download a Workflow

Copy a Workflow

Use Webhooks with a Workflow

Using Legacy Blueprint When a Workflow is Enabled

System Reports

License and Activity Reporting

User List

Project Activity

User Roles

Artifact Map

Project Usage

User Activity Report

Audit Log

Download User Logs

About Federated Authentication

About Fallback from Federated Authentication

Active Directory and Federated Authentication Settings

Configuring your Identity Provider for Blueprint Federated Authentication

Enabling Blueprint Federated Authentication

Managing Active Directory Settings

Configuring Default Active Directory Integration

Configuring Custom Active Directory Integration

Disabling Active Directory Settings

Create New Users

Edit Users

Delete Users

About Groups

Create New Groups

Add Users to Groups

Edit Groups

Delete Groups

About Project Groups

Manage Project Groups

Add a Project Group

Edit a Project Group

Copy a Project Group

Delete a Project Group

Delete Multiple Project Groups

Assign Members to a Project Group

Unassign Members from a Project Group

Assign Project Roles to a Project Group

Select the Scope of Project Role Assignments on a Project Group

Unassign Project Roles from a Project Group

Project Role Assignments

Add New Role Assignments

Edit Role Assignments

Delete Role Assignments

About Project Roles

Manage Project Roles

Add a Project Role

Edit a Project Role

Copy a Project Role

Delete a Project Role

Delete Multiple Project Roles

Assign Project Groups to a Project Role

Unassign Project Groups from a Project Role

Select the Scope of Project Group Assignments on a Project Role

Instance Administrator Roles and License Types

Manage Instance Administrator Roles

Instance Administrator Role Privileges

Create an Instance Administrator Role

Edit an Instance Administrator Role

Copy an Instance Administrator Role

Delete an Instance Administrator Role

Delete Multiple Instance Administrator Roles

Assign Users to an Instance Administrator Role

Unassign Users from an Instance Administration Role

Integration Role

Project Administrator Roles and Privileges

Manage Project Administrator Roles

Create a Project Administration Role

Edit a Project Administrator Role

Copy a Project Administrator Role

Delete a Project Administrator Role

Delete Multiple Project Administrator Roles

Send New Users a Welcome Email

Create a New Folder in a Project

Edit Folders

Delete Folders

Create a New Project

Edit Projects

Delete Projects

About Project Artifact Types

Manage Project Artifact Types

Add a Custom Artifact Type

Edit a Project Artifact Type

Copy a Project Artifact Type

Assign Project Properties to a Project Artifact Type

Unassign Project Properties from a Project Artifact Type

Manage Sub-Artifact Types

Delete a Custom Artifact Type

Delete Multiple Custom Artifact Types

Enable a Standard Artifact Type in a Project

Disable a Standard Artifact Type in a Project

About Project Properties

Manage Project Properties

Add a Custom Property

Edit a Custom Property

Copy a Project Property

Add Valid Values to a Choice Type Custom Property

Edit Valid Values for a Choice Type Custom Property

Delete Valid Values from a Choice Type Custom Property

Delete a Custom Property

Delete Multiple Custom Properties

About Project Templates

Add Project-Level Office Document Templates

Edit Project-level Office Document Templates

Add User Inputs to Project-level Office Document Templates

Edit User Inputs to Project-level Office Document Templates

Delete User Inputs for Project-level Office Document Templates

Copy Project-level Office Document Templates

Delete a Project-level Office Document Template

Delete Multiple Project-Level Office Document Templates

Set or Reset a Project Print Template

Download a Project Print Template

Import and Export Projects

About Standard Artifact Types

Manage Standard Artifact Types

Add a Standard Artifact Type

Edit a Standard Artifact Type

Copy a Standard Artifact Type

Assign Standard Properties to a Standard Artifact Type

Unassign Standard Properties from a Standard Artifact Type

Assign Projects to a Standard Artifact Type

Unassign Projects from a Standard Artifact Type

Manage Reuse Settings for Standard Artifact Types

Delete a Standard Artifact Type

Delete Multiple Standard Artifact Types

About Standard Properties

Manage Standard Properties

Add a Standard Property

Edit a Standard Property

Copy a Standard Property

Add Valid Values to a Choice Type Standard Property

Edit Valid Values for a Choice Type Standard Property

Delete Valid Values from a Choice Type Standard Property

Delete a Standard Property

Delete Multiple Standard Properties

Instance Settings

Define Access and Logging In Settings

Instance Security Settings

Define Import and Export Settings

Define Bulk Edit Settings

Define File Upload Restrictions Settings

Define Attachments Settings

Define Trace and Reuse Settings

Define Move and Copy Settings

Define Rich Text Settings

Define Process Settings

Define Models Settings

Email Settings

Configure Email Credentials

Configure Your Incoming Mail Server

Configure Your Outgoing Mail Server

Configure Email Notifications

Templates

Add Office Document Templates

Edit Office Document Templates

Add User Inputs to Office Document Templates

Edit User Inputs for Office Document Templates

Delete User Inputs for Office Document Templates

Copy Office Document Templates

Delete Office Document Templates

Set or Reset an Instance Print Template

Download an Instance Print Template

External URLs

Configuring a Designated Approval Property

About the Administration Portal

Instance Administration Guide

Project Administration Guide

Analytics User Guide

Blueprint Installation Guide

System Requirements

Supported Third-Party Components

Supported ALM Integrations

Digital Blueprint Licensing in Blueprint

Artifact Author as Default Value

About User Stories

Generate User Stories

Generated User Story Components

User Story Artifacts

Initiate a User Story Walkthrough

Preview User Stories

Link User Stories to Other Artifacts

Download User Story Work Items

About the Process Editor

Create a Process Artifact

Enable System Steps

Model a Process

Add and Label a Task in a Process

Add and Label Conditions in a Process

Add and Label Choices in a Process

Add and Label a System Task in a Process

Add Multiple System Steps in a Process

Delete Choices and Conditions in a Process

Move Tasks in a Process

Copy and Insert Tasks in a Process

Add Details to Tasks and Decision Points in a Process

Efficiently Add Screenshots

Define a System Actor and System Response

Add an Image to Support a System Response

Add and Modify Choice and Condition Endpoints

Include Other Processes within a Process

Include Another Process or Artifact Within a Process

View a Process in Text View

Moving From Use Cases to Processes

Compare to Latest Version

Digital Blueprints

Intelligent Process Conversion

Working with Large Processes

REST API - Authenticate Request

REST API - List Projects Request

REST API - Get Project by Id Request

REST API - Create Project Request

REST API - List Artifacts Request

REST API - Get Artifact Request

REST API - Get Child Artifacts of Artifact Request

REST API - Get Root Artifacts of Project Request

REST API - Add Artifact Request

REST API - Update Artifacts Request

REST API - Delete Artifact Request

REST API - Publish Artifact Request

REST API - Discard Artifacts Request

REST API - List Unpublished Artifacts Request

REST API - Get Collection Request

REST API - List Collections Request

REST API - Get Attachment Request

REST API - Add Attachment Request

REST API - Add Attachment to Subartifact Request

REST API - Delete Attachment Request

REST API - List Groups Request

REST API - Get Group Request

REST API - Add Traces Request

REST API - Move Artifact Request

REST API - Delete Traces Request

REST API - List Users Request

REST API - Get User Request

REST API - Create User Request

REST API - Update User Request

REST API - Delete User Request

REST API - List Artifact Types Request

REST API - Get Artifact Type Request

REST API - Get Discussion Status Request

REST API - Update Standard Choice Property Request

REST API - Update Custom Choice-Property Type Request

REST API - Add Comment Request

REST API - Rate Comment Request

REST API - Publish Comments Request

REST API - Update Comment Request

REST API - Delete Comment Request

REST API - Reply to Comment Request

REST API - Rate Reply Request

REST API - Update Reply Request

REST API - Delete Reply Request

REST API - Get Artifact Image Request

REST API - Get Blueprint Product Version Request

REST API - List Reviews Request

REST API - Get Review Request

REST API - Close Review Request

REST API - Import Task Capture Payload

REST API - Get Information of Import Task Capture Payload Job Request

REST API - Get Information of Import Task Capture Payload Jobs Request

REST API - Filter Parameter

REST API - Listing Artifacts in the Request Body

REST API - Defining an Artifact in the Request Body

REST API - Defining a Trace in the Request Body

REST API - Defining a User in the Request Body

REST API - Defining a Comment in the Request Body

REST API - Defining a Reply in the Request Body

REST API - Defining an ALM Job in the Request Body

REST API - Using the Content-Type: Multipart Method

REST API - HTTP HEAD Method

REST API - HTTP GET Method

REST API - HTTP POST Method

REST API - HTTP PATCH Method

REST API - HTTP DELETE Method

Blueprint REST API

REST API Requests

REST API Security and Authentication

REST API Requests and Responses

REST API HTTP Status Codes

REST API Resources

REST API Quick Start Example

REST API Known Issues & Constraints

Getting Started with Office Document Template Authoring Tutorial

Install the Blueprint Template Authoring Add-in for Microsoft

Download and Open a Sample Template

Download your Blueprint Project XML Data and Add it as a Data Source

Customize and Test the Document Template

Add the Document Template to Blueprint

About Data Sources

Add and Connect to a Data Source

Edit a Data Source Connection

Delete a Data Source Connection

About Pods

Create Pods

Edit Pods

Load Pods

Update Pods

Use Pods

About Tags

Tag Tree

Tag Editor

If Tag

If Tag Tutorial

Else Tag

Else Tag Tutorial

ForEach Tag

ForEach Tag Tutorial

Import Tag

Import Tag Tutorial

Link Tag

Link Tag Tutorial

Out Tag

Query Tag

Query Tag Tutorial

Set Tag

Switch Tag

Add Tags in Excel

Add Tags with the Data Bin

Add Tags with the Data Tree

Add Tags with the Tag Builder

Insert Tags within a ForEach Tag

Edit Tags in your Document Template

Delete Tags in your Document Template

Evaluate Tags

Validate Tags

About Variables

Add a Variable

Use a Variable in your Template

View the Variables in your Template

About Equations

Equation Editor

Equation Functions

Equation Selector

Author Document Templates

About Generating Output

AutoTag Output Formats

Generate a Document with the Add-in

Generate a Document that Contains a Variable with the Add-in

Document Template Options and Parameters

XPath Selects

The XPath Wizard

Sort XML Datasources

Conditional Formatting for Document Templates

Create Dynamic Formulas in Microsoft Excel

Embedded Objects

Event Handler

HTML Fragments

Tools

Blueprint 12.2 UI Updates

Model Artifacts vs Process Artifacts

Process Decomposition

Process artifact: Generate Tests & Feature Files

Tracing Overview

Tracing Methodology - Direction of Traces

Ordering User Stories (and artifacts)

Manage User Stories

How to use Collections

Baselines and Reviews

Use Case conversion to Process Artifacts

Import; Word, Excel, and Visio

Reuse Library Example

All Categories > Workflows > Create a Workflow

Create a Workflow

You can create Workflows in the following two ways in Blueprint:

Upload Workflow: Use this to upload an XML definition. It is verified for validity, and if the upload is successful, the Workflow is added. For more information, see the Upload a Workflow article.
Create New Workflow: Use this option to define a Workflow in the Administration Portal. You can then use the Canvas to visually define most aspects of a Workflow. See the Create and Define a Workflow with the Canvas article for more information.

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Create a Workflow

Related Articles Create and Define a Workflow with the Canvas Create a Review Create a Baseline

Contact

Related Articles

Create and Define a Workflow with the Canvas

Create a Review

Create a Baseline