In SimpleOne, the Workflow Editor provides the interface for configuring a workflow: adding and setting activities, arranging them in a particular order, and connecting them with each other by transitions.

To open the Workflow Editor, navigate to Workflows → Workflow Editor.

The editor opens with the default page displaying recently changed workflows. Here, you can open existing workflows by clicking Open, and create the new ones by clicking New.

The Workflow Editor consists of the following working areas:

  1. Control Panel
  2. Workflow Canvas
  3. Object Properties.

Control Panel 


This panel is intended for managing and editing new and existing workflows.

In the hamburger menu , you can find the following options:

  • New workflow – create a new workflow.
  • Delete – remove the current workflow.
  • Check out – enable editing a published workflow (displayed if the workflow state is Published).
  • Publish – activate the workflow to manage processes (displayed if the workflow state is Checked Out).
  • Properties – edit the workflow properties.

Please note that when deleting a workflow, the records related to this workflow are also deleted:

  1. Active workflow versions (these records are located in the Workflow Versions (wf_workflow_version) dictionary).
  2. Records related to the deleted workflow versions (activities, exits, transitions).

The Activities tab displays the list of available activities implemented in the system.


The Workflows tab displays the list of the existing workflows.

To open a workflow, click on it. After that, the workflow is displayed on the canvas. To enable editing, select Check out in the hamburger menu.

Workflow Canvas 


Here, you can add activities and configure transitions between them.

To navigate through canvas hold the Spacebar key on your keyboard, click left mouse button at a time and move it.

To zoom your canvas in and out, you can use either a zoom control at the bottom left of the canvas or your mouse scroll wheel.


To add an activity, drag and drop the activity from the control panel to the canvas.

To delete an activity:

  • right-click on the activity and select Delete activity
  • click on it and press the Delete key on your keyboard.

To open the activity form fields:

  • double-click on the activity you want to edit
  • right-click on the activity and select Properties.

To create a transition, drag-and-drop from the exit for which you need to define a transition.

To delete a transition, click on it and press the Delete key on your keyboard.

To add a new exit, right-click on the activity and select Add exit.

To edit an exit and its conditions:

  • double-click on the exit
  • right-click on the exit and select Properties.

Object Properties


Review or define object properties here. This panel appears after double-clicking on any element on the canvas (either activity, activity exit, or transition). Operate with activity, exit, and transition properties.

Activities

The set of fields displayed in this panel depends on the type of activity selected. See the Workflow activities article to learn more.

Exits

FieldMandatoryDescription
NameNExit name. This field is populated automatically according to the activity.

Activity

YThe activity to which this exit is related. This field is populated automatically.
DescriptionNType a brief description of the activity exit.

Exits for the Switch activity have additional parameters (in case, when there is more than one exit). See the Switch activity to learn more.


Transitions

PropertyDescription
Activity ExitThe start point of the transition.
Activity ToThe endpoint of the transition. 

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