Workflow Setup
To use workflows as a mechanism to approve changes, you must first create and configure them. All actions are performed in the “Workflows” section.
Before you start:
- Create an account with access to the “Workflows” section.
To set up a workflow:
- Create a process. Depending on the type of process creation, you must either use a template/prepared file, or fill in all the data manually.
- Customize the created process. Assign the process to the required entities/lookup entities. If necessary, correct the process diagram and set the indexed variables.
- Check all the main process parameters:
- User roles specified in the process must be created in the system and have the same logical names.
- The process must be assigned to the required entities/lookup entities.
- A trigger to start the process must correspond to the process purpose. For example, only processes that validate a record when it is created, loaded, or edited are suitable for the “Insert record” trigger.
- If indexed variables are used, then they must be correctly passed through all steps of the process and take values that correspond to their type.
A business process can be configured for events:
- creating a record;
- record update;
- record recovery;
- recovery of the time intervals in the record.
Other events require the creation of a custom Pipeline.
If you need to implement a custom workflow then add the process description from the loaded libraries to the list of executors.
Also see import and export of workflows.