Table of Contents
Workflow Creation #
- In the Workflow tab, click create workflow to create your new workflow.
- You can create a new workflow from scratch. Also there are ready-made workflows with its categories such as HR, Sales, Marketing, Start-ups, Integration, Work from Home, Project Management, and Software Development that are shown in the below screen.
- Start customizing your workflow from based on your needs once you have selected a required template you want.
- Just drag and drop the icons to design your workflow with no-code.
Following are few workflow tasks such as Start Task, End Task, User Task,
Approval Task, Decision Task, Decision Table, Web service task, Email Task,
Delay Timer, DB task, Call workflow, Compute task, Counter task,
SMS task, Excel Report.
Workflow persistance #
- Choose your workflow application.
- Navigate to the “Flow” section.
- Click the Edit button.
- Click the Settings icon in the top right corner and select Persistence.
- Choose the form fields and table fields you want to be saved in the persistance table.
- Select the Relatable Column for the table.
- Click Save.
- The persistence table will be created with the selected form fields under the name of the workflow and table fields under the table’s name.
- To create reports with this persistance table, Go to the Reports section at the top.
- Click Create New Report.
- In the Report Configuration window, enter the required details such as Report Name, Description, and select the default column, header column, sub-header column, and display value column.
- Click Save.
- The report will now be created.
