As an instance administrator, you may need to create your own workflow activity endowed with the specific logic when the default activities set does not fit your needs. So, you You can do this via SimpleOne administrative interface.
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- Create a table storing settings for the newly created activity;.
- Create an activity type that will store parameters and bear the functionality of your newly created activity;.
- Create activity exit types that will specify the exit condition from this activity.
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In fact, every activity stores its settings in a child table child for of the Workflow Activity (wf_activity) table.
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- Navigate to Workflow → Activities.
- Enter the hamburger menu at the top left of the page.
- Enter the Configure menu and select the Table item.
- On the page opened, scroll down to the related list Related Lists area and click on the Table tab.
- Click New and fill in the fields. For more information about the table attributes, please refer to the Table Attributes article.
- Click Save or Save and Exit to apply changes.
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Field | Mandatory | Description |
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Title | Y | The activity title. When filling in this field, the Name field is populated automatically with a corresponding name. |
Name | Y | The activity name. This field is populated automatically with a name corresponding to the Title field. |
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Parent | N | Choose the table named Workflow Activity (wf_activity). | ||||||||||||
Is Extendable | N | If an activity has this property set to true, it can be a parent for another activity. | ||||||||||||
Add Menu Item | N | Select this checkbox to create a new menu category in the Navigation menu. If the checkbox is set to true, the Menu Item tab will appear in the Related Lists area. | ||||||||||||
Menu Item tab | ||||||||||||||
Menu Category | Y | Specify a menu category to which the menu item should be related. | ||||||||||||
Menu Item | N | The name of the new menu item. | ||||||||||||
New | N | Select this checkbox if you want to create a new category item. Then the following fields will appear:
For more information about menu categories and category items, please refer to the Navigation article. |
Creating an activity type
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Activity type form fields
Field | Mandatory | Description | |||
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Name | N | Specify the activity type name (for example, "Begin"). | |||
Description | Specify the activity type description. | ||||
Active | N | ActiveSelect this checkbox to activate or deactivate this activity type.
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Description | N | Specify the activity type description. | |||
Script | N | In this field, you can specify a JavaScript scenario implementing the activity logic. You are free to use SimpleOne Server-Side API there. | |||
Image | N | Specify the favicon that will be displayed in the workflow editor for this activity. | |||
Activity type categoryType Category | N | Specify a category for the activity creating. | |||
Activity tableTable | N | This is a reference field where you can specify a table for this activity type created before. | |||
When to Run | N | A condition that should be met to run the activity type. Available options:
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Updated by | Y | The name of the user who has updated this record. The field is populated automatically. | |||
Created by | Y | The name of the user who initiated the creation of this record. The field is populated automatically. |
Create an activity type exit
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Tip |
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The easier way to create activity type exits is described below:
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Activity type exit form fields
Field | Mandatory | Description | |
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Name | N | Activity type exit name. | |
Activity Type | DescriptionN | Activity type to which this exit | descriptionis related. |
Exit conditionCondition | N | Specify a trigger condition that must be met to exit the activity. | |
Description | N | Activity type exit description. | |
Order | N | Specify the exit order on the activity block. The order is defined in ascending order, and exits are displayed on the activity block from the upside-down depending on their order. |
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