Workflow management
In the back-office, the "Workflow management" tool enables you to create, modify or delete workflows created from a workflow template (see the integration manual to create workflow templates).
Only users with specific rights can access this tool.
The tool lists available workflows.
Create a workflow
Click on "New workflow".
Start by choosing a workflow template from the drop-down list:
Then define your workflow :
- One title,
- A description,
- Workflow owner (person authorized to modify and delete the workflow)
- The user(s) / group(s) authorized to create a process based on this workflow
- People assigned to transitions
The "Variables" section depends on the workflow model chosen. In the example above, the model defines 2 variables respectively designating "Expert" and "Elected" users authorized to validate a document.
Modifying a workflow
Select a workflow, then click on "Modify workflow".
You can change the people entitled to apply a transition. Transitions already carried out will not be modified, and the state of the processes linked to this workflow remains unchanged.
Delete a workflow
A workflow can only be deleted if it no longer has any processes attached to it. Only the workflow owner or a user with the"Delete workflow" right can delete it.
View processes
Click on "View processes" to view the list of processes attached to this workflow and their current status.
If you have sufficient rights, you can delete a process from this dashboard.
Launching a process
Insert the "Create a process" service in a page on the site
This service enables authorized users to launch a workflow-based process (see management module) directly from the front office.
The service presents a form enabling the logged-in user to create a new process.
The user must choose a workflow from a drop-down list. This drop-down list is fed from the workflows on which the current user has the right to create a process.
The user must then enter
- A title (mandatory) ;
- A description
- A set of attachments
If the workflow allows, when the user submits the form, users who need to perform a task will be notified by e-mail with a link to a page containing the process.
Important
Label the page containing this service with the "Process creation" label from the "Business process management" category.
The page must have limited access, as a user must be logged in to launch a process.
Sample rendering (demonstration chart)
Process display
Each process has its own page.
This page contains :
- process information (title, description, attachments)
- actions taken
- the current state of the process
- action buttons available to the current user
Process modification
If the state of the workflow allows it, and if the current user has the right to do so, then a button can be used to modify the process from the front office, for example to modify attachments.
Deleting a process
When a process is finished, a button on the process page allows you to delete the process.
The user will be redirected to the process dashboard (see below).
An administrator can also delete a process from the back office.
Process dashboard
Insert the "Process dashboard" service in a page of the site.
This service displays to the logged-in user all the processes in which he has a task to perform (i.e. processes in which the user is defined as having at least one task in progress) and the processes he has created.
The user can thus see the status of each of these processes.
From this dashboard, he can access the complete page for each process.
Label the page containing this service with the "Process dashboard" label from the "Business process management" category.
The page must have limited access, as a user must be logged in to view its processes.
Back to top