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Workflow is a technical term for process. A workflow is a series of tasks, which need to be executed in order to eventually complete the process. The tasks in a workflow either need to be manually executed by a user or are automatically executed as soon as a condition is met. As soon as a workflow task is executed, the workfow workflow automatically continues to the next workflow task, until the end of the workflow is reached.

Beneath an example of a basic simple workflow:

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The This example process starts in the status ‘Draft’ and as soon as the workflow task ‘Submit' is executed by a user, the process continues to the status ‘Submitted’ and the next workflow task 'Handle’ becomes active. In both the draft and submitted status, the cancel task is also available.

Identify an object using a workflow

Objects using a workflow can mainly be identified by the ‘Workflow’ tab. Objects without a workflow tab do not have a workflow. For example, a building is an object without a workflow and a reservation is an object with a workflow.

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Info

End users do not have the authorization to see the workflow tab. Only key users and administrators can see and navigate to the workflow tab.

If a user has active tasks in the workflow, the tasks corresponding (green) function buttons are also shown and this is also an indicator that there is a workflow involved.

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Workflow components

A workflow consists of several components. The most important components are:

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Component

Type

Description

image-20240704-083450.png

Status

  • A circle with the 'play' icon is the first status of the workflow. Every object will start in this status

image-20240704-083516.png

Status

  • A circle without the 'play' icon is used for every other status in the workflow

image-20240704-083533.pngimage-20240726-081201.pngImage Added

Task

  • A square is a task in the workflow

  • Tasks can be manual or automatic tasks (see both examples in the screenshots)

  • Tasks are assigned to one or more system groups

  • Editbale Editable fields in the workflow are configured on task level

  • Hover over the task in the workflow, to see which system group will get the task.

image-20240704-083556.png

Connector

  • A connector is used to link a status to a task or task to a status

  • In a connector (task to status) pre-defined field sets and conditions can be linked

  • In a connector, the page function (e.g. ‘handled’ on the page of a request) is set. When a user presses a page function, the correct connector is used in the workflow to process the workflow to the next status (e.g the 'Handled' function will use a different connector as ‘cancel’ and thus ends up in another status.

  • In some cases, a connector can have a ‘@' sign. This means an email is send if that connector is used (if default emails are enabled for that workflow)

image-20240704-083633.png

Cancel group

  • A cancel group is used to mark one or more statussesstatuses, from where a task can be executed

  • If the workflow is in one of the statusses statuses within the cancel group, the corresponding task can be executed

  • Cancel groups are usually used for the ‘Cancel’ task. A workflow can be cancelled from various statusses statuses without the need to have a connector from every applicable status to the cancel task

Identify an object with a workflow

Objects with a workflow can mainly be identified by the ‘Workflow’ tab. Objects without a workflow tab do not have a workflow. For example, a building is masterdata without a workflow and a reservation is an object with a workflow.

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Info

End users do not have the authorization to see the workflow tab. Only key users and administrators can see and navigate to the workflow tab.

If a user has active tasks in the workflow, the tasks corresponding (green) buttons are also shown and this is also an indicator that there is a workflow involved.

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  • . It can also be used for other tasks that need to be available via a group of statuses (e.g. ‘request more information’ in a request, might be possible in most other statuses)

How to read an objects workflow

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