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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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