Workflow Builder Red Triangle Options
The Workflow Builder red triangle contains the following options:
Display Options
Shows a submenu of options that enable you to control the workflow display.
Presentation Mode
Sets the workflow to presentation mode where the Log History is hidden and the ability to edit the workflow is limited.
Show History
Shows or hides the JMP Log History.
Show History Grouped by Age
(Available when the JMP Log History is visible.) Groups or ungroups history based on time.
Show Enable Checkboxes
Shows or hides check boxes on the workflow to enable or disable steps in the workflow.
Show Controller
Shows or hides a window with workflow controls.
Add Custom Step
Adds a custom step that is specified by JSL code.
Add Empty Group
Enables you to add a group to the workflow and then add steps to the group.
Set Notes
Enables you to add a simple note to the workflow.
Tip: Use the Notes section in the Step Settings to annotate individual steps.
Log Executed Steps
Records steps that were run to the Log. See “Enhanced Log in JMP” in the Scripting Guide.
References
As the workflow runs, it prompts the user for tables or columns that are not found to continue the workflow. The References menu contains the following options:
Allow Replacement of References
(Selected by default.) Enables the workflow to prompt for unknown tables or columns.
Note: If a data table is not found by an Open() step, the step fails, and the Workflow stops running. Click 
to resume the workflow. When the workflow reaches a step that uses a table that was not opened, a prompt to open the table or to select a different table appears.
Clear Replacements
(Available after running a workflow with replacements.) Clears the previously selected replacement tables or columns.
Manage
Opens the Reference Manager window to manage table and column references. Set prompts, when to prompt, and what to prompt for with each workflow run. See Workflow Builder Reference Manager.
Tip: Use the Manage option to prompt for the data table and column selections on each run to generalize your workflow.
Advanced
Shows a submenu of options that enable you to customize a workflow with advanced options.
Find
Enables you to find and replace strings in a workflow. See Workflow Builder Find Window.
Include Workflow
Enables you to add a step that dynamically includes an existing workflow.
Import Workflow
Enables you to import the steps from a saved workflow into the current workflow.
Temporary Subset
Adds an action to create a temporary table subset to use for workflow debugging.
Add If
Adds a conditional statement to your workflow. Use this option in conjunction with the Else statement to allow for a user selection.
Add Else
Adds a conditional statement to your workflow. Use this option in conjunction with the If statement to allow for a user selection.
Add Return
Adds a condition to evaluate to terminate the workflow early.
Add for Each
Adds a loop to your workflow. Iterate over tables from a preceding step or group of steps. Also available for JSL lists.
Allow Backstep
Enables the user to back up a step in the workflow. This is a useful option to have enabled as you record and work on a workflow. When complete, disable the option to increase the execution speed of the workflow.
Tip: During development, disable this option when working with large data tables if you encounter slowness in your workflow.
Name Default to Here
Sets the names to local names.
Export
Provides options to export a workflow.
Duplicate Workflow
Opens a duplicate workflow window.
Add Steps to Journal
Adds the steps from the most recent run of the workflow to a journal. Each step is a journal entry with a JSL code outline and thumbnails of output that is generated at that step.
Add Steps to a Notebook
Adds the selected steps of the workflow to a notebook. Each step is a block of JSL code.
Save to Script Window
Saves the JSL from the workflow to a script window, which enables the use of the script outside of the Workflow Builder.
Create Workflow Package
Opens the Workflow Package configuration window. Use a Workflow Package to share your workflow. Make selections for runtime settings and data source inclusion. Runtime settings control the ability of the package user to make changes to the package.
Presentation Mode
(Automatically selected for a locked workflow.) Sets the workflow in presentation mode.
Lock
Locks the workflow. In particular, the user is not able to exit out of the presentation mode to make changes to the workflow steps. The lock is not intended as a security measure. The JSL for each step is visible when you hover over a step.
Note: Additional options for this platform are available through scripting. Select Help > Scripting Index. In the Scripting Index, you can find examples for scripting the options that are described in this section.