1. Overview
Vienna Advantage has introduced a new form called workflow composer which helps us to create or edit the workflow in an easy way This document will help the user to understand the functionality of Workflow Composer form. This form will help users to create new workflows or edit existing workflows in the graphic form, where user can see how the workflow will execute. Previously, we were using the Workflow Setup screen for the creation and editing of workflows, which takes so much time to move from one tab to another to view or create the configuration of the workflows. By using this Workflow Composer formworkflow composer form, users can create or edit workflows very conveniently and transiently.
| Info |
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Product Version and Dependency This feature is supported by, VIENNA Advantage Base files Files(2.3.6.0), Vienna Advantage Framework(5.10.1.0), and Workflow Composer(1.0.3.0). |
2. Workflow Composer
Users can view, create or edit workflow by using Workflow Composer Form.
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System will display total workflow count in the title that are available in the system as shown in below screenshot. :
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User can differentiate the Workflows which are created in system level or tenant by color of card view box. Workflows which are created in system are showing grey in color (when login with any specific tenant) with System Level label. As shown in below screenshot:
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View the Existing Workflow.
Creation of New Workflow.
Edit/Delete Existing Workflow.
2.1 View Existing Workflow
Users need to follow the following steps to view an existing workflow:
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User can edit node and workflow properties if node and workflow is created in login tenant.
3.2 Creation of New Workflow
User can create the new workflow both at the tenant and system level.
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Users can select the workflow type by clicking on Doc Process, Doc Value or DMS rule.
3.2.1 Creation of Different Type of Workflow
3.2.1.1 Doc Process Type Workflow
Users need to select the Workflow Type as Doc Process. As shown is below screenshot:
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Doc Process Workflow and its start node will always get created in System either we are login with Admin or System Admin Role.
3.2.1.2 Creation of Doc Value Type Workflow
Users need to select the Workflow Type as Doc Value. As shown in below screenshot:
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Then click over the Save button. New workflow in the Login tenant and selected Organization will get created. Same can be verified on the Workflow setup screen.
If the user wants to undo changes before saving, then click on the Undo Changes button.
3.2.1.3 Creation of DMS Rule Workflow
Users need to select the Workflow Type as DMS Rule. As shown in below screenshot:
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If DMS module is not installed on link, then message will show as 'DMS module is not installed yet 'when user click on DMS Rule type.
3.2.2 Creation of Workflow Node
After saving the Workflow system will navigate to workflow graph whereby default start node will be there and was created in * organization. As shown in below screenshot:
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Properties will open if Disable Properties bar is on if its off then on click system will not show the node properties.
User can select the fields according to the type of node if any mandatory field is not selected the node colour will be Red and error will show above in validation error icon.
When node is created Node translation auto updated.
In the Same way user can add multiple nodes on the Graph.
To delete the node user can select the node and then click on back space. User can delete the nodes which are in login tenant and are not yet triggered in system.
Below is the screenshot of workflow graph with created nodes:
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3.2.3 Creation of Transitions
After creating the workflow nodes user need to create the transitions between the nodes.
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System will create the node in * organization.
User can delete the transition by selecting the transition then click on backspace.
User can edit the Sequence of transition by edit it and pressing enter.
In the same way user can add multiple transition between the nodes.
Below is the screenshot of workflow graph with created transition:
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3.2.4 Creation of Conditions
After creating the transitions user can add the conditions for a node.
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Below is the screenshot of workflow graph with created conditions:
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3.3 Edit/Delete Existing Workflow
User can edit or delete the existing workflows.
3.3.1 Edit Existing Workflow
User can edit the existing workflows which are created in its login tenant only. But user can create new nodes, transitions and conditions in the system level workflows.
3.3.1.1 Edit Existing Workflow Properties
Following are the steps to edit the workflow:
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If user is login with tenant and the workflow is a system record, then all field will show read-only. User can edit the system level workflow by login with System Admin Role only.
3.3.1.2 Edit Existing Workflow Nodes
To Edit the Workflow Node, Disable Property icon should be on. Then only nodes properties will show in right hand side of the form.
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If user is login with tenant and the workflow is a system record, then user is allowed to add the new node transition and conditions. That will be create in login tenant and organization *.
3.3.1.3 Edit Existing Workflow Transitions
Following are the steps to edit the Workflow Transitions:
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Click on transition to end and move it to another next node.
User can delete the by selecting the transition and click on backspace.
User can add the transition in any existing flow. As shown in below screenshot:
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3.3.1.4 Edit Existing Workflow Condition
Following are the steps to edit the Workflow Conditions:
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When two users of a single tenant work on the same workflow graph at same time. Then Changes of last update will show only.
3.3.2 Delete Existing Workflow
User can delete the existing workflows which are created in its login tenant only.
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