Workflow Objects

Overview

Workflow is designed and created using the various workflow objects.  Each workflow object has a specific use and capabilities.  All workflow obejcts can be joined together to form a process.

 

Workflow elements

 

Working with jobs

 workflow add action template
 Complete an Action Template (Update an existing job)
workflow log new job Log new job via a job template


Branching and Decisions

workflow user decision Workflow branch based on user input
workflow variable branch Workflow branch based on variable evaluation
workflow control set branch Workflow branch based on a control set field value
workflow script branch Workflow branch based on SQL script evaluation
workflow job field decision Workflow branch based on a field within a job
workflow multiple choice Multiple-choice user decision

 

Approvals and Change Management

workflow process approval Approval
workflow change management request for change process Change Management

Common Functions

workflow common function Common Function
workflow common decisions Common Decision

 

Validation

workflow validate control set value Validate a control set
workflow add control set Control Set - Add to existing workflow

 

Scripting

workflow script Run a script (SQL or Powershell)
workflow set variable from script Set variable from database script (SQL)
workflow script branch Workflow branch based on SQL script evaluation

Communication

workflow send email Send email
workflow messagebox Message box

 

Entities

workflow create client Create new client

 

Miscellaneous

workflow checklist Checklist


Workflow Design

workflow connector line Workflow connector
workflow connector Line Connector
workflow group Workflow group
Workflow milestone Milestones
workflow break Workflow Break 

 

Use

Each workflow object can be accessed via the "Workflow Items" panel on the "Workflow" tab.  This panel can be pinned so that it stays in place.

workflow process designer tools panel

 

Once the properties have been set for an object and applied, it will appear on the workflow designer.  Depending on the type of workflow object, it will have 2 or more connection points.  Use these connection points to connect the object to other workflow objects using the line connectors

 

See also

Workflow Overview

Planning for workflow

Field Chooser - Workflow State Column