Drafts page
The Drafts page displays a list of workflows that the user under the Workflow Designer role is working on.
The Drafts page contains: the Workflow column, the Published Version column, the Original Author column, the Workflow Owner column, the Date Created column, the Date Modified column, the Description column, and the Create Workflow button.
Each row is highlighted when selected.
Search bar
In the upper right corner there is a search bar(1):
The search is performed by the first characters entered. The search bar contains the text you are searching for:
Each workflow name has a link associated with it, by clicking on which the user is taken to 11.9 Workflow Scheme Editor with the selected workflow.
Interface description of the Drafts page
Element name | Description |
|---|---|
Search bar (1) | Searches by the first characters entered.
|
Button Create workflow (2) | The Workflow Creation modal window opens when you click on it |
Dropdown list Columns (3) |
Learn more here: Operation description of the Columns dropdown list |
Workflow table (4) | Table with the list of workflows. Objects in the table are arranged by creation date - the most recently created/copied workflows are added to the top of the table Visible if there is at least one workflow available to the user in the current tenant. You can see more details here: Interface description of the Drafts table |
Operation description of the Columns dropdown list (2)
- Table fields are set up by ticking the checkbox.
The user in the columns setting removes the check mark of the columns that should be hidden or displayed. The user clicks the Apply button.
The system displays the updated table, hiding or displaying the columns that have been unchecked or, on the contrary, marked. The system displays this view of the table only to the current user.
The user clicks the Refresh page in browser button.
The system reflects the same setting from point 2.
You can uncheck all selected columns except the main one.
The system displays the updated table with one main column.
After each setting change, the User must click the Apply button.
Interface description of the Drafts table
Element name | Description | Template/Example |
|---|---|---|
Column Workflow (5) | The name of the workflow, contains a link that, when clicked, takes the user to the edit page of the selected workflow | |
Column Published version (6) |
| Example: 2 |
Column Original author (7) |
| Template: <Surname First Name>. Example: ConstantiNo.pleskiy K. |
Column Workflow owner (8) |
| Template: <Surname First Name>. Example: ConstantiNo.pleskiy K. |
Column Date of creation (9) | Date/time when the workflow was created/copied | Template: dd <short month name> yyyy hh:mm:ss Example: 29 May 2024 22:31:01 |
Column Date of change (10) |
| Template: dd <short month name> yyyy hh:mm:ss Example: 16 May 2024 16:01:15 |
Column Description (11) | It is used to describe a workflow | |
Action menu |
| |
Button Publish (12) | When you click on it, the Publication of the workflow modal window opens (more details here: Field description of the Publication of the workflow modal window | |
Button Edit (13) | When you click on it, the Workflow parameters modal window opens (more details here: Edit button | |
Button Delete (14) | When you click on it, the modal window opens (more details here: Delete button | |
Line Row numbering (15) | The Number of workflows on page line shows how many rows with the name of workflows will be displayed on the page | 25 |
All items are always displayed in the process table.
Sorting is performed on all columns of the table.
Action menu
On the right side of the table on each row is the action menu, which contains the following buttons:
| Button name | Description |
|---|---|
Publish | Publication of the workflow |
Edit | Editing the workflow |
Delete | Deleting the workflow |
When you hover over the buttons, tooltips with the name of the button appear.
Publish button
When you click on the Publish button (12) for an unpublished workflow, the Publication of the workflow modal window opens, which contains:
Field description of the Publication of the workflow modal window
| No.. | Name | Description |
|---|---|---|
| 1. | Workflow | The name of the workflow with a No.te that it must be filled in. The dropdown list includes all published workflows available to the user. The field has the ability to search for a workflow when text is entered in the field. If the user changes the name on a previously published screen form, it will be considered new. If the entered name does No.t have a published version, the workflow will have 1 version when published. |
| 2. | No.te to the user | No.te to the user with text: "New version of the existing workflow will be published. Once published, the version of the workflow under "Drafts" will be updated." |
| 3. | Version changes | Input field for describing changes in the workflow version The input field contains the text: "Description of workflow version change" When copying a workflow, the description from the published version is added to the copy, the Version changes field is cleared |
| 4. | Group | Field for selecting the group to which the workflow is published. Users who have access to the group will also have access to the workflow By default, the field is empty. The dropdown list includes only those groups that are available to the user. Only one group selection is available. When a group is selected from the list, a button to clear the field is added to the field. Next to the field there is a question mark icon. The following text appears in the icon's dropdown box: "Group to which the workflow is being published. Users who have access to the group will also have access to the workflow." |
| 5. | Workflow owner | Field for selecting users who have the ability to manage the workflow (start, stop) and user tasks, with a No.te about mandatory filling out Several users can be selected. The workflow user has the right to start and stop the workflow. The search is performed by the user's full name. The case is No.t taken into account. Search by part of the name is available: the entered text can be in any part of the full name. When adding a full name, a tag with a delete button is added to the field, the selected format is displayed with a check mark in the dropdown list. When a format is added to the field, a button to clear the entire field appears. Next to the field there is a question mark icon. The following text appears in the pop-up window: "Users added to the field have the ability to manage the workflow (start, stop) and user tasks." |
| 6. | Description | Input field for workflow description The input field contains the text: "What task the workflow accomplishes" |
| 7. | Cancel button | To refuse to publish a new workflow |
| 8. | Publish button | To publish a new workflow
|
Once published, the workflow goes to the Published tab and disappears from the Drafts tab.
Edit button
Clicking on the Edit button (13) opens the Workflow parameters modal window, which contains:
Field description of the Workflow parameters modal window
| No.. | Name | Description |
|---|---|---|
| 1. | Name | Unique name of the workflow with a No.te that it must be filled in. When the value is changed, the system checks the workflow name and version for uniqueness - it compares it with existing names and versions in the Drafts, Published and Deleted sections. |
| 2. | Version changes | Used to describe all changes made to the workflow. The input field contains the text: "Description of workflow version change" |
| 3. | Description | Used to describe the workflow. Input field for describing the workflow. The input field contains the text: "What task the workflow accomplishes" |
| 4. | Cancel button | To exit the workflow editing mode. If you click on it, the modal window closes and the changes are No.t saved. |
| 5. | Save button | To confirm the editing of the workflow. If you click on it, the changes made are saved. |
Delete button
By clicking on the Delete button (14) the workflow is moved to the Deleted tab.
The Cancel and Delete buttons are used to cancel the deletion of a new workflow or to confirm the deletion, respectively:
Page numbering (15)
Below the table on the right side there is a page numbering and a dropdown list, by means of which the User can select the number of displayed rows, for example, 50 and after that the possibility of vertical scrolling of the page will appear:
Workflow creation
In order to create a workflow you should click on the Create workflow button:
By clicking the Create workflow button, the Workflow creation modal window opens:
It is necessary to fill in the fields of the modal window according to their purpose.
| No. | Name | Description |
|---|---|---|
| 1. | Name | A unique workflow name with a note that it must be filled in When creating a new workflow it is necessary to specify its name When changing the value, the system checks the workflow name and version for uniqueness - it compares it with existing names and versions in the Drafts, Published and Deleted sections. |
| 2. | Description | Used to describe a workflow. Input field for workflow description with the text inside "What task the workflow accomplishes". The maximum length of the text is 500 characters |
| 3. | Cancel button | To cancel the creation of a new workflow. If you click on it, the modal window closes and the changes are not saved |
| 4. | Create button | To confirm the creation of a new workflow. The Workflow creation modal window closes as soon as you click on it, the record with the created workflow is added to the table with the New label, the workspace of the created workflow is opened. |
When you click on the Create button, the uniqueness of the selected workflow name is checked.
If the workflow with this name does not exist, the selected (empty) workflow will be displayed in the Drafts tab:
If a workflow with this name already exists, a notification pops up in the lower right corner with a fail-safe diagnosis that a workflow with this name exists, and no new workflow is created:
If the uniqueness check of the selected workflow name is successful, a new workflow is created.
From the page you can move to the next tab:
Обзор
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