Create a workflow
Terms
Building the workflow
Configuring the steps
Workflow: a series of steps
Activity: a form to be filled on mobile or web
Job: an automated system action
Trigger: a system event
Step: A component of a workflow
Workflow Instance: A workflow that has been started
Workflow Report: A workflow with data
Activity Report: An activity with data
We have 2 types of workflow
Single step workflow
Multi step workflow
First go to the workflow section.
A workflow is made of three components:
Activities
Jobs
Triggers
In the visual editor(screen page edit workflow) you will see the list of available components. You can add them one after the other to form a workflow
When clicking on each step, you can define these parameters:
Can be Global, Teams, Single Team, Mobile Users, Single Mobile User.
It determines who can see this step
Manual or Auto.
Manual means the mobile user will need to select it.
Auto means the assignment will be done according to the rules defined
Put different numbers of each steps has to happen in different visits. For example if the step 1 is a pre order and step 2 a delivery, and both happen at different visits, put visit number = 1 for step 1 and 2 for step 2
Here you can define the linking between the variable of the step and any information from the workflow report or list item using the meta expression builder. To retrieve information from a previous step, just select the workflow report, the step and the field. To pass information between two steps, the question types need to be of the same type.
Define here if certain conditions should determine that the workflow goes to the next step with the meta expression builder.
How long the step is valid
The step is editable if the toggle is enabled for the mobile users to be able to edit completed workflows
If the step can fail
Workflows can be arranged in the order in which you want them to display on the mobile app by the help of a drag and drop function
For more information please View
Building the workflow
Configuring the steps
Terms
Workflow: a series of steps
Activity: a form to be filled on mobile or web
Job: an automated system action
Trigger: a system event
Step: A component of a workflow
Workflow Instance: A workflow that has been started
Workflow Report: A workflow with data
Activity Report: An activity with data
We have 2 types of workflow
Single step workflow
Multi step workflow
Building the workflow
First go to the workflow section.
A workflow is made of three components:
Activities
Jobs
Triggers
In the visual editor(screen page edit workflow) you will see the list of available components. You can add them one after the other to form a workflow
Configuring the steps
When clicking on each step, you can define these parameters:
Scope.
Can be Global, Teams, Single Team, Mobile Users, Single Mobile User.
It determines who can see this step
Assignment Rules
Manual or Auto.
Manual means the mobile user will need to select it.
Auto means the assignment will be done according to the rules defined
Visit number
Put different numbers of each steps has to happen in different visits. For example if the step 1 is a pre order and step 2 a delivery, and both happen at different visits, put visit number = 1 for step 1 and 2 for step 2
All the variables of the activity of that step
Here you can define the linking between the variable of the step and any information from the workflow report or list item using the meta expression builder. To retrieve information from a previous step, just select the workflow report, the step and the field. To pass information between two steps, the question types need to be of the same type.
Condition for execution of the step
Define here if certain conditions should determine that the workflow goes to the next step with the meta expression builder.
Validity time
How long the step is valid
Is editable
The step is editable if the toggle is enabled for the mobile users to be able to edit completed workflows
Allow failure
If the step can fail
Arrange workflows
Workflows can be arranged in the order in which you want them to display on the mobile app by the help of a drag and drop function
For more information please View
Updated on: 27/09/2023
Thank you!