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Workflow supports a set of activities of various types to configure the process fitting your needs.

See the Workflow Editor article to familiarize with the functionality.

Available activities:

Info

To define variables in your activities via the agent interface if necessary, please complete the steps below:

Navigate to Workflow → Activities.
Open the activity record you need to edit or click New to create a new activity.
Fill in the fields.
Click Save or Save and Exit to apply changes.

See the Creating a new activity article to learn more.

Basic activities

Section

Column

Column

Begin activity

This activity, along with the End activity, is initial and appears in a newly created workflow. It is a logical start of every workflow.

End activity

This activity, along with the Begin activity, is initial and appears in a newly created workflow. It is a logical conclusion of every workflow.

Utilities

Activities included in this category execute scripts, change and update records.

Run Script activity

The Run Script activity executes the defined script.

Activity fields

Field	Mandatory	Description
Name	N	Activity name. A good practice is to make the name descriptive for clarity.
Run Script	N	The script to execute.
Description	N	Type a brief description of the activity.

Note

This activity type causes current target record update after execution. The activity logic is defined by the Immediately value in the When to Run field within the Workflow Activity Type (wf_activity_type) table.

Also, the Immediately option and the related activity behavior allows not to update records within Run Script scripts, like this:

Code Block

language	js
theme	Eclipse
title	Run Script

current.update();

It will be done automatically.

Join activity

The Join activity combines several activity exit transitions so that they turn into one transition. This activity is useful for synchronizing several activities so that the next activity does not start until previous ones are finished.

In the example below, the Join activity waits for If, Subflow, and Wait activities to complete processing. If all three transitions from these activities lead to the Join activity, the path of the Complete exit is taken (to the activity named Insert). If one of the activities bypasses the Join activity (in this case, it is No exit of the If activity), then the Incomplete exit is taken.

How to use the Join activity

In the left side menu, open the Utilities tab and drag-and-drop Join activity.
Connect the exits of the activities you need to join to the Join activity.
Then create transitions from the Join activity exits (Complete and Incomplete) to the next activities.

Activity fields

Field	Mandatory	Description
Name	N	Activity name. A good practice is to make the name descriptive for clarity.
Description	N	Type a brief description for the activity.

Activity exits

Result	Description
Complete	This exit is taken when all joined activities have finished running and proceeded to this activity.
Incomplete	This exit is taken when all joined activities have finished running, but at least one of them has not proceeded to this activity, that is, another path was taken bypassing the Join activity. Example: In this case, the If activity bypassed the Join activity, therefore the Incomplete exit was taken.

Set Values activity

The Set Values activity sets specific values on the current record. These values determine the activity behavior when the workflow freezes or ends.

Note
This activity type causes current target record update after execution. The activity logic is defined by the Immediately value in the When to Run field within the Workflow Activity Type (wf_activity_type) table.

Activity fields

Field	Mandatory	Description
Name	N	Activity name. A good practice is to make the name descriptive for clarity.
Description	N	Type a brief description of the activity.
Table	Y	A table to be affected by this activity. This field is populated automatically.
Set Values	N	Select the field the value of which you want to change when the workflow freezes or ends and define the new value. Click on the leftmost field to see the drop-down list of available fields. Click on the rightmost field to see the drop-down list or enter the value (depending on the type of the selected field).

Record Generator activity

The Record Generator activity creates records in any table extending from the Task table.

Info
If both the Wait For Condition Complete and Advanced checkboxes are selected, then they both must be evaluated for this activity to proceed with the transition.

Note
Please make sure that all mandatory fields are populated when using this activity; otherwise, the workflow will break its execution.

Activity fields

Field

Mandatory

Description

Name

N

Activity name. A good practice is to make the name descriptive for clarity.

Description

N

Type a brief description of the activity.

Task Type

Y

Select the task type. You can make a selection from the corresponding task table. Click the magnifier icon to see the list or start typing the table name in the field to select from autosuggest.

Task Values from

N

The source of values for a task to be created. Available options:

Values – values that you specify in the appropriate choice list.
Template – an existing template related to the selected task table.

Set Values

N

Specify an existing template related to the selected task table.

Info
This fields appears when the Task Values from field value is equal Values.

Task Template

Y

Specify an existing template related to the selected task table.

Info
This field appears when the Task Values from field value is equal Template.

Wait for Condition Complete

N

Select this checkbox to display Completion Conditions. When selected, the conditions are mandatory for completing the task.

Completion Conditions

Y

Specify conditions for the created task. The process will not proceed to the next activity until the task meets all conditions.

Info
The field is displayed when the Wait for Condition Complete checkbox is selected.

Advanced

N

Select this checkbox to specify a script to be performed. When you select this checkbox, the Script text field appears.

Script

N

Set values for the task in this script. Use the variable 'new_task' when setting additional values.

Note
A script runs after the task values are set (defined in the Task Template or Set Values fields).

For example:

Code Block

language	js
theme	Eclipse
title	Script
linenumbers	true

new_task.parent_id = current.sys_id;
new_task.caller = current.getValue('caller');

Info
This field is displayed when the Advanced checkbox is selected.

Create Event activity

The Create Event activity establishes an event from the Event Register (sys_event_register) table in a queue. Later this event can execute specific scripts or send notifications. When the Create Event action runs, a new event record is created in the Event (sys_event) table.

See the Events article to learn more.

Activity fields

Field

Mandatory

Description

Name

N

Activity name. A good practice is to make the name descriptive for clarity.

Event

Y

Choose the event instance on the basis of which the activity will create events. All the event instances (or event registers) are listed in the Event Registers (sys_event_register) table. Click the magnifier icon to see the list or start typing the event name in the field to select from autosuggest.

Param 1 ... Param 5

N

Specify the event parameter. If this parameter is a string value, then it must be enclosed in quotes.

Info

The defined parameters may be used in records related to the system event:

records of the Notification Rule (sys_notification_rule) table
records related to the Notification Rule (sys_notification_rule) table: Notifications Script (sys_notification_script) and Notification Template (sys_notification_template)
records of the Event Script Actions (sys_event_script_action) table.

See the Events article to learn more.

Description

N

Type a brief description of the activity.

Conditions

Activities included in this category set conditions to continue the processing and define further transition of the workflow. The transition taken depends on the conditions set and the activity outcome.

Wait Condition activity

The Wait Condition activity pauses the workflow until the defined conditions are met. The activity checks if the record meets the conditions after every record update.

Activity fields

Field

Mandatory

Description

Name

N

Activity name. A good practice is to make the name descriptive for clarity.

Description

N

Type a brief description of the activity.

Table

N

A table to be affected by this activity. This field is populated automatically.

Condition

Y

Define conditions mandatory for proceeding with the Yes transition.

Advanced

N

Select this checkbox to specify a script to evaluate. When you select this checkbox, the Script field appears.

Script

N

If specified, the workflow is paused at this activity until this script sets the answer variable to 'true'.

Info
This field appears when the Advanced checkbox is selected.

Note
If both Condition and Script are specified, then both of them must execute successfully to transition to the next activity. The workflow will stay paused until the Condition is met and the Script returns 'true'.

If activity

This activity checks a condition to determine if a Yes or No transition should be taken.

Info
If both the Condition and Advanced checkboxes are selected, then they both must be evaluated for this activity to choose the Yes transition; otherwise, the No transition is chosen.

Activity fields

Field

Mandatory

Description

Name

N

Activity name. A good practice is to make the name descriptive for clarity.

Description

N

Type a brief description of the activity.

Table

Y

A table to be affected by this activity. This field is populated automatically.

Condition

Y

A condition to meet in order to proceed with the Yes transition.

Advanced

N

Select this checkbox to specify a script to evaluate. When selected, the Script field appears.

Script

N

If specified, the workflow is paused at this activity until this script sets the answer variable to 'true'.

Info
This field is displayed when the Advanced checkbox is selected.

Switch activity

The Switch activity manages transitions checking the field values against the defined case values (one or more). This activity works like the switch statement.

The activity checks against conditions specified in the Column field or in manually defined exits and, basing on the outcome, selects the next transition.

Activity fields

Field

Mandatory

Description

Table

N

A table to be affected by this activity. This field is populated automatically.

Name

N

Activity name. A good practice is to make the name descriptive for clarity.

Type

Anchor

	type field Switch activity
	type field Switch activity

Y

Select the source of exits options for this activity. The workflow will perform check values against these conditions. Available options:

Field – the exits are equal to the options of the field specified in the Column field.
Custom – create the set of exits with the conditions you need.

Column

Y

Specify a column containing options for the condition. These options will become exits of the activity. Click the magnifier icon to see the list or start typing the column name in the field to select from autosuggest.

Info
This field appears when Field option is selected in the Type field.

In the example below, the Switch activity takes options from the Type field.

Tip
You can change conditions of the exits or add new conditions by editing them.

To create additional exits, perform the following steps:

Right-click on the Switch activity and select Add exit.
Double-click on the exit to open the exit form fields.
Fill in the fields.
Click Save.
Repeat to add more exits if needed.

Anchor

	create custom exits for switch
	create custom exits for switch

Field

Mandatory

Description

Name

N

The option name. If the Type field is equal to Field, the name is taken from the Column. If the Type field is equal to Custom, specify the name you like.

Table

N

A table to be affected by this activity. This field is populated automatically.

Activity

Y

The activity to which this exit is related. This field is populated automatically.

Description

N

Type a brief description of the activity exit.

Condition

Y

Define conditions mandatory for proceeding with this specified transition.

Advanced

N

Select this checkbox to specify a script to be performed. When selected, the Script field appears.

Script

Y

If specified, the workflow is paused at this activity until this script returns 'true'.

Info
This field appears when the Advanced checkbox is selected.

Note
If both Condition and Script are specified, then both of them must execute successfully to transition to the next activity. The workflow will stay paused until the Condition is met and the Script returns 'true'.

Note
In case of the Switch activity, every exit can be configured with individual scripts. So the Advanced checkbox appears only when the activity has more than one exit. The checkbox appears only on exit forms.

Approvals

The User Approval activity configures the approval processing: it creates approvals, sets approval rules and conditions.

User-approval activity

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	User-approval activity
	User-approval activity
nopanel	true

Subflows

The Subflow activity performs another workflow. This activity is useful for complex workflows that include other processes.

Subflow activity

The Subflow activity performs an existing workflow as part of the current workflow.

Activity fields

Field	Mandatory	Description
Name	N	Activity name. A good practice is to make the name descriptive for clarity.
Workflow	N	The published workflow to be performed by the activity. Click the magnifier icon to see the list or start typing the workflow name in the field to select from autosuggest.
Description	N	Type a brief description for the activity.

Timers

The Timer activity pauses the workflow. This activity is useful when the process requires waiting a certain period.

Timer activity

The Timer activity defines a period of time during which the current workflow does not run.

Activity fields

Field

Mandatory

Description

Name

N

Activity name. A good practice is to make the name descriptive for clarity.

Description

N

Type a brief description of the activity.

Timer, based on

Y

The way the timer duration is calculated. Available options:

A User Specified Duration – specify the duration of time to wait before proceeding to the next activity.
Script – specify a script for duration calculation.

Duration

Y

Specify the duration of time to wait in days, hours, minutes and seconds to wait before proceeding to the next activity.

Info
This field appears when the A User Specified Duration option is selected in the Timer, based on field.

Script

Y

Evaluate a script implementing duration calculation logic. Here, you can use SimpleOne API methods.

Info
This field appears when the Script option is selected in the Timer, based on field.

Schedule tab

Timezone, based on

N

Specify a timezone source for this activity. Available options:

(No Time Zone)
A Specific Time Zone.

Timezone

Y

Select a timezone from the list. Click the magnifier icon to see the list or start typing the schedule name in the field to select from autosuggest.

Info
This field appears when the Timezone, based on option is A Specific Time Zone.

Schedule, based on

N

Specify a schedule source for this activity. Available options:

(No Schedule)
A Specific Schedule.

Schedule

Y

Select a schedule from the list. Click the magnifier icon to see the list or start typing the schedule name in the field to select from autosuggest.

Info
This field appears when the Timezone, based on option is A Specific Schedule.

Table of Contents

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Versions Compared

Old Version 56

New Version 57

Key

Basic activities

Begin activity

End activity

Utilities

Run Script activity

Join activity

Set Values activity

Record Generator activity

Create Event activity

Conditions

Wait Condition activity

If activity

Switch activity

Approvals

User-approval activity

Subflows

Subflow activity

Timers

Timer activity