Creating and editing a Workflow scheme

Before starting to create a scheme:

  1. The workflow designer should have a clear idea of the business workflow he is going to create in the Workflow Editor. It is best if designer has a workflow design specification.
  2. The workflow designer should master the skills to work with all the blocks of the workflow scheme.

During the workflow scheme development, it is recommended to follow the following order:

  1. First, place the active workflow blocks on the scheme:
    • robots
    • screen forms
    • subprocesses
  2. Add gateways, if there is some logic in the workflow.
  3. Connect the blocks with guides, thus setting the sequence of their execution.
  4. Set input parameters for workflow blocks, if required.
  5. Bind the input parameter values of active blocks to the resulting parameters of the workflow and/or other active blocks.

Creating a project scheme

To create a new project scheme, go to the Drafts page.
Then click on the Create workflow button:

The Workflow creation modal window opens with the following fields:

  • Name - mandatory field;
  • Description - optional field.

When the mandatory field is filled in, it is possible to create a new workflow scheme.

The created project scheme will be opened automatically.

To familiarize yourself with the elements of the workflow editor, please click on the following link Workflow Scheme Editor

Adding blocks to the scheme

To add a new block to the scheme, drag the necessary block to the Working Area.

Establishing connection between the blocks

Click and hold the green button to set up the links.

Then make the link to the required block.

The arrow indicates the direction of transitions from block to block in the scheme.

Then you can proceed to the workflow debugging stage.




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