Workflow Setup

Customization allows you to assign workflows to different roles or user accounts, set process triggers and indexed variables, etc.

To use workflows as a mechanism for reconciling changes, you must first create and configure them.

Before you start:

  • Create an account with access to the "Workflows" section. Access to sections is configured for a role that is subsequently assigned to the account.

To set up a workflow:

  1. Create a workflow. Depending on the type of process creation, you must either use a template/prepared file, or fill in all the data manually.

  2. Customize created process. Assign the process to the required entities/reference sets 1. If necessary, correct the process diagram and set indexed variables.

  3. Check all the main process parameters:

    • For events of the "User task" type it is mandatory to fill in fields "Assignee", "Candidate users", "Candidate roles". Otherwise, the workflow will not be available for editing.

    • The 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/reference sets.

    • The process trigger must match the essence of the process. For example, only processes that check the record when creating, loading or editing it are suitable for the "Insert Record" trigger.

    • If indexable variables are used, they must be correctly passed through all process steps and take values that correspond to their type.

1

Assigning a process to the entity/reference set is available only for Enterprise Edition

The workflow can be configured for the following events:

  • Creating record;

  • Updating record;

  • Record recovery;

  • Recovery of the record's validity periods.

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.