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Workflows

Overview

The Workflows module allows you to create and manage structured workflows. A workflow can contain tasks, content, stages, inputs, triggers, and templates.

Navigation

Left Sidebar → Add-ons → Workflows

The Workflows page displays all created workflows and provides options to create, search, refresh, and manage workflows.

Workflow List

The workflow list contains the following information:

Field Description
# Workflow serial number
Title Name of the workflow
Updated On Date and time when the workflow was last updated
Published Displays the publication status of the workflow
Action Provides options to manage or view the workflow

Available Options

  • Show Entries – Select the number of workflows displayed in the list.
  • Search – Search for a specific workflow.
  • Refresh – Refresh the workflow list.
  • Add New – Create a new workflow.

Add New Workflow

Click Add New to create a new workflow.

The Add New Workflow dialog contains the following field:

Title

Enter the name of the workflow.

Save

Click Save to create the workflow.

Close

Click Close to cancel the operation.

Workflow Configuration

After creating a workflow, open the workflow to configure its different components.

The workflow configuration contains the following sections:

  • Tasks
  • Content
  • Stages
  • Inputs
  • Triggers
  • Templates

Tasks

The Tasks section allows you to view and manage tasks associated with the workflow.

Task Filters

Select Stage

Use Select Stage to filter tasks according to a specific workflow stage.

Select Type

Use Select Type to filter tasks by type.

Available task types:

  • Live
  • Test

Task List

The task table contains the following fields:

Field Description
ID Unique task identifier
Download Download option for the task, where available
Type Type of task
Title Task title
Workflow Stage Workflow stage associated with the task
User Name Name of the associated user
User Email Email address of the associated user
User Phone Phone number of the associated user
Created Date and time when the task was created
Updated Date and time when the task was last updated

Task Actions

  • Refresh – Refresh the task list.
  • Export – Export the task records.
  • Search – Search for a task.
  • Show Entries – Select the number of records displayed.

Content

The Content section provides options for configuring the workflow content.

The Content section contains the following options:

  • Manage
  • Creator
  • Database Column
  • Config
  • Models
  • Access
  • Input Forms
  • Input Orders
  • Display

Manage

The Manage section allows you to update the workflow title and publication status.

Manage Title

Enter or update the workflow title in the Manage Title field.

Click Save to save the updated title.

Publication Status

The workflow publication status is displayed below the title.

Click the publication status button to change the workflow publication state.

Stages

The Stages section allows you to create and manage workflow stages.

Add New Workflow Stage

Click Add New to create a new workflow stage.

The Add New Workflow Stage dialog contains:

Title

Enter the name of the workflow stage.

Save

Click Save to create the stage.

Close

Click Close to cancel the operation.

Workflow Stage List

The workflow stage list contains:

Field Description
# Stage serial number
Title Name of the workflow stage
Updated At Date and time when the stage was last updated
Published Publication status of the stage
Closed Indicates whether the stage is closed
Action Available actions for the stage

Inputs

The Inputs section allows you to define inputs required by the workflow.

Add Input

Click Add New to create a workflow input.

The Add Input dialog contains:

Title

Enter the name of the input.

Add

Click Add to create the input.

Workflow Inputs List

The workflow inputs are displayed with the following information:

Field Description
# Input serial number
Title Name of the input
Updated At Date and time when the input was last updated
Published Publication status of the input
Action Available actions for the input

Triggers

The Triggers section allows you to configure conditions and actions that control workflow behavior.

Add Trigger

Click Add New to create a trigger.

The Add Trigger dialog contains the following sections:

Title

Enter a name for the trigger.

Watchers

The Watchers section allows you to select the workflow component that the trigger monitors.

Click Add More + to add additional watchers.

Events

The Events section allows you to define conditions and actions for the trigger.

Click Add More Event + to add additional events.

Add

Click Add to create the trigger.

Trigger Event Configuration

Each event can contain an IF condition and an associated action.

IF Condition

The condition contains the following fields:

Field Description
Select Select the condition source
Choose Data Select the data to evaluate
Choose Op Select the comparison operator

Action

The action configuration contains:

Field Description
Action Type Select the action type
Enable Configure whether the selected action is enabled

Event Actions

Additional options are available to:

  • Delete an action
  • Delete an event
  • Add more events

Templates

The Templates section allows you to configure templates associated with the workflow.

The Templates section contains:

  • Configuration
  • PDF Template
  • Email Template

Navigation

Left Sidebar → Add-ons → Workflows → Select Workflow → Templates

Workflow Template Configuration

The Workflow Template page displays the selected workflow name in the page header.

The following sections are available:

  • Configuration
  • PDF Template
  • Email Template

Configuration

The Configuration section allows you to configure the timezone for the workflow.

Timezone

Select the required timezone from the Timezone dropdown.

Update

After selecting the required timezone, click Update to save the configuration.

PDF Template

The PDF Template section allows you to create and manage PDF templates for the workflow.

Add New PDF Template

Click Add New to create a PDF template.

The PDF template can be configured according to the requirements of the workflow.

Email Template

The Email Template section allows you to create and manage email templates for the workflow.

Add New Email Template

Click Add New to create an email template.

The email template can be configured according to the requirements of the workflow.

Workflow Structure

Workflow
│
├── Tasks
│   ├── Select Stage
│   ├── Select Type
│   │   ├── Live
│   │   └── Test
│   └── Task List
│
├── Content
│   ├── Manage
│   ├── Creator
│   ├── Database Column
│   ├── Config
│   ├── Models
│   ├── Access
│   ├── Input Forms
│   ├── Input Orders
│   └── Display
│
├── Stages
│   └── Add New Workflow Stage
│
├── Inputs
│   └── Add Input
│
├── Triggers
│   ├── Watchers
│   └── Events
│       ├── IF Condition
│       └── Action
│
└── Templates
    ├── Configuration
    │   └── Timezone
    │
    ├── PDF Template
    │   └── Add New
    │
    └── Email Template
        └── Add New
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