Workflows and Processes
The Workflows module is the execution engine of Process Studio. It allows you to transform your static forms into dynamic business processes, thus automating information flow, hierarchical validations, and administrative tasks.
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π Section Contentsβ
π¨ Design and Developmentβ
Learn how to design and configure your processes.
- Creating a Workflow: Step-by-step guide on using the graphical designer and different elements (tasks, gateways, events).
- Workflow Properties: Global configuration (title, associated form, default security).
- Activities and Tasks: Detailed configuration of steps (participants, field permissions, validation rules).
- Transitions and Logic: Management of conditional branching, email notifications, and automatic actions.
π οΈ Management and Maintenanceβ
Follow the lifecycle of your processes.
- Workflow Management: Activation, deployment to other forms, and organization by categories.
- Versioning: Version history and publication cycle.
- Consistency Verification: Analysis tool to detect design errors before production deployment.
π Libraries and Advancedβ
Extend the capabilities of your workflows.
- Action Library: Centralization of reusable actions on transitions.
- Events and Reminders: Management of timers, processing delays, and automatic reminders.
See also:
- Organization - To define the actors and roles used in your workflows.
- Forms - To design the documents that will circulate in the process.