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Workflow is a tool that allows configuring complex processes across the solutionyou to configure complex processes in the system. The Workflow Editor visually displays processes visually as a set of boxes and arrows representing transitions, conditions, and stages.  Set Set the sequence of steps and stages your business needs by stages and steps to create the necessary logic by using various types of activities: utilities, conditions, approvals, subflow, and timer.

Info

Workflow – a logical sequence of activities describing a process.

Activity – an action presented in the workflow.

Exit – an action outcome determining which transition needs to be activated.

Transitions – paths between the activities.

Workflow is a complex tool consisting a logical sequence of activities describing a process. It consists of the following parts:

  • Properties: general information and settings of a the workflow, such as its name, the table on the basis of for which the workflow runsis created, the conditions to start executing for starting the process, and the description of the workflow.
  • Versions:  workflow versions stored in the Workflow Versions the records of created workflows. All versions are stored in the Workflow Versions (wf_workflow_version) table.
  • Activities: a set of operations arranged in a particular specific order and performed by the workflow (for example, changing the value of a certain field).
  • Activity Exits:  conditions to be met to conditions that should be met to proceed to a particular transition.
  • Transitions: the connection between the activity exit and the next activity.
  • Contexts: information about every time a workflow was executed, each workflow execution that is stored in the Workflow Context (wf_context) table.

Workflow life cycle


The workflow starts running when the conditions specified in the parameters are met. Usually, the starting conditions are the insertion of a record insertion, update of a field update, or a field with a particular certain value. For example, the Incident table has a workflow that is executed every each time a new record is created.

After the starting start event, the workflow executes activities one after another the other according to the defined transitions. As a ruleTypically, activities have more than one transition – the path taken depends they take depends on the activity outcome.

Within an activity, the workflow performs the following steps:

  1. Operation The operation defined by the activity is executedperformed.
  2. Activity The activity conditions are checked.
  3. Depending on the previous step's outcomeconditions checking results, the workflow transitions proceeds to the defined activity.

Workflow states


Generally, the workflow can be in one of two There are two workflow states:

  • Checked Out – for editing new or existing workflows.
  • Published – for – for the finalized workflows that are ready to be runexecuted; finalized but unpublished workflows are inactive and non-functional.

Checked Out

When you start working on your workflow (whether a new or existing one), it is in the Checked Out state. Other users cannot edit this workflow along with you since the workflow because it is already checked out. Also, the workflow is inactive when it is checked out; it needs the workflow needs to be published to enable it.

To enable editing a published workflow, perform the following steps:

  1. Open the workflow you need in the Workflow Editor.
  2. Navigate to the burger menu .
  3. Click Check Out.

Published

When the workflow configuration is completed, and the process is ready to run, you need to change the workflow state to Published. After that, users Users are not able to edit the workflow (, until it is back returns to the Checked Out state).

To publish a workflow, perform the following steps:

  1. Open the workflow you need in the Workflow Editor.
  2. Navigate to the hamburger menu .
  3. Click Publish.
Note

A workflow starts when a user who created it meets the specified conditions. It starts even if the workflow is not published yet and is not available to other users. The workflow is executed for the process owner with the unpublished changes. For other users, the latest published workflow version is executed.

How it works

  1. You are creating a new workflow (for example, version 1, for example). It has the Checked Out state equal to 'true' and the Published state equal to 'false'.

  2. You have finished configuring this workflow and decided to publish it. You click Publish, and your workflow now has the Checked Out state equal to 'false' and the Published state equal to 'true'.
  3. In a while, you need to modify it, and you make a checkout, this has happened:
    1. A copy of the existing workflow has been created.
    2. The existing workflow was not affected.
    3. The copy created has the Checked Out state equal to 'true' and the Published state equal to 'false'.
  4. You have finished editing this copy and published it (it is now version 2), this has happened:
    1. The previous workflow (version 1) moves to workflow archive (now it has the Checked Out and Published states – both equal to 'false').
    2. The workflow you were working on (version 2) is now the active one.

Workflow Contexts


The process of execution of workflows is reflected in the table of Contexts Workflow Context (wf_context) table. To view the list of active contexts, navigate to Workflow Active Contexts. To view the list of all contexts, navigate to Workflow All Contexts.
By viewing the contexts in the Workflow Context [(wf_context] ) table, you can obtain a get more complete information on about the execution of workflow blocks. The context form reflects displays the start time (
Started at), start initiator (Started by), the related record of the workflow version (Workflow Version) and a reference to the target record (Related Record):

The context form also features contains the Workflow Executing Activity related list. The order of execution of in which the context activities are executed is reflected specified in the the Execution Order Order column:.

You can view a graphical representation of the workflow execution context. To do sothis, open the record form of the record for which the context was is created and click Show Workflow:

The following window appears:

 

Info
  • The
status
  • state of the workflow, as well as the date and time of its start and end
date and time
  • , are displayed in the
bottom
  • lower right corner.
  • Use the
mousewheel
  • mouse wheel or zoom controls in the bottom left corner to
navigate
  • move around the canvas.
  • Double-click a block or an exit to open a
side-panel
  • sidebar with
their
  • its properties and
info
  • information about it.



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