Table of Contents
- In the Workflow tab, click ‘Create Process’ to create your new process.
- Then choose your application type.
- Provide inputs like Process Name, TaskId, and Application Category.
- Then click Next.
- Then Choose any one Configuration: Design Custom Process, Create Process from Templates, and Import Existing Process.
To Create process through Design Custom Process: #
- Select Design Custom Process.
- Choose Process Mode as Normal Mode or Synchronize Mode.
- For Normal Mode choose Single Form or Multi Form.
- For Synchronize mode, drag and drop the workflow controls and click next.
- In the Security tab, assign access permissions to the required team members.
- Click Save to complete the process.
To Create process through Create Process From Templates #
- Choose Create Process From Templates.
- Select any available template from the list.
- Customize the workflow as needed.
- Then provide access to the team members.
- Save the process.
To Create process through Import Existing Process #
- Select the Import Existing Process.
- Upload the workflow file you want to import.
- Review and save the imported process.
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.
