In SimpleOne, you can manage your workflows via the Workflow Editor , provides the interface for creating and updating workflows by arranging activities 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 a list of published recently changed workflows. From this tabHere, you can open existing workflows by clicking Open, and create the new onesby clicking New.
The Workflow Editor consists of the following working areas:
Control Panel Anchor WF control panel WF control panel
| WF control panel | |
| WF control panel |
This panel is intended for managing and editing new and existing workflows.
Click In the hamburger iconmenu , and you'll be able to:
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.
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Please note that when deleting a workflow, the records related to this workflow are also deleted:
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The Activities tab displays the list of the available activities implemented in the system. To add an activity to the workflow you work on, drag and drop it to the canvas.
The Workflows tab displays the list of the existing workflows available to work on.
To open a workflow, click on it.
2. Workflow Canvas
After that, the workflow is displayed on the canvas. To enable editing, select Check out in the hamburger menu.
Workflow Canvas Anchor WF canvas WF canvas
| WF canvas | |
| WF canvas |
HereThe main part of the interface is occupied by the drawing canvas. In there, you can add activities and configure transitions between them.
3. Object Properties
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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 deletean 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 Anchor WF object properties WF object properties
| WF object properties | |
| WF object properties |
Review or define object properties therehere. This panel appears after double-clicking on any element on the canvas (either activity, activity exit, or transition). In there, you can operate with the properties listed below: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
| Field | Mandatory | Description | |
|---|---|---|---|
| Name | N | Exit name | |
| Property | Description | ||
| Name | The name of the activity. | ||
| Activity type | Use this field to specify an activity type (stored in the wf_activity_type dictionary) | ||
| Description | The activity description. | ||
| X | Activity axis coordinate on the canvas. | ||
| Y | Activity ordinate coordinate on the canvas. | ||
| Created by | Reference to the user who has created the record. This field is populated automatically | and always read-only.Updated by | Reference to the user who has updated the recordaccording to the activity. |
Activity | Y | The activity to which this exit is related. This field is populated automatically | and always read-only. |
Exits
| Description |
| N | Type a brief description of the activity |
| exit. |
| Info |
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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
| Property | Description |
|---|---|
| Activity |
| Exit | The start point |
| of the transition. |
| Activity |
| To | The |
| endpoint of the transition. |
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