General information

Unlike automations, which is for automating away repetitive work, the purpose of workflows is to support collaboration between users, by standardizing business processes. Therefore, workflows require user interaction in order to advance.

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From here you’ll get access to edit and delete existing workflows, or creating new ones.

Creating and editing workflows

Creating a new workflow

In order to create a new workflow, click the Create button in the upper area of the Workflows section, and then choose between one of two options:

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The user is now ready to start editing the transitions and stages.

Editing transitions

In order to edit a transition, the user needs to hover the cursor over one of them which will prompt the appearance of a transition menu. From here the user can either edit the transition or delete it.

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Additionally, the user can click on the top area of a constraint box in order to collapse or expand it. This is how collapsed constraints look:

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Editing stages

The user can edit a stage by hovering the mouse pointer over it, clicking on the three dots and then selecting Edit.

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• Changing the name of the stage

• Changing the name of the unique ID

• Adding a description

• Indicating whether the stage completes the workflow

• Indicating relevant meta fields

• Assigning a stage owner (automatically or dynamically)

• Adding labels

Automatic/dynamic assignment of a stage owner

The stage owner is a user or user group who gets a particular stage in the workflow assigned. As a consequence they receive a task related to that stage and will need to take an action, such as approving or denying download request.

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Once the workflow is fully defined, the user should click Save button in the upper right corner of the workflow edition area.

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Tasks

Tasks can be accessed by clicking the Tasks icon on the right side of the top bar.

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Use case examples

(to come)