In SimpleOne, you can manage your workflows via the Workflow Editor, the interface for creating and updating workflows by arranging activities and connecting them by transitions.
The editor opens with the default page displaying a list of published workflows. From this tab, you can open existing workflows, and create the new ones.
1. Control Panel
This panel is intended for managing new and existing workflows.
Click the hamburger icon, and you'll be able to:
- create a new workflow;
- copy, delete, or publish existing workflow;
- validate current workflow and show its contexts;
- open workflow properties.
The Activities tab displays the list of the activities implemented in the system. To add an activity to the workflow you are working on, drag and drop it to the canvas.
The Workflows tab displays the list of the workflows available to work with them. To open a workflow, click on it; after that, the workflow is displayed on the canvas and available to modify. Its state changes to Checked Out until you publish it.
2. Workflow Canvas
The drawing canvas occupies the central part of the interface. In there, you can add activities and configure transitions between them.
- Drag and drop the activity from the control panel to the canvas;
- Add a new activity exit right-clicking on the activity;
- Add a transition between the exit and the activity.
To navigate through a drawing canvas, for example, in case of your workflow doesn't fit on the canvas, then click left mouse button and a spacebar at a time. Then you'll be able to navigate via the canvas in order to edit to different workflow parts. 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 if it has one. |
3. Object Properties
Review or define object properties there. This panel appears after clicking on any element on the canvas (either activity or transition). In there, you can operate with the properties listed below:
Activities
| 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 record. This field is populated automatically and always read-only. |
Exits
| Property | Description |
|---|---|
| Name | The name of the exit. |
| Activity | This field specifies the main activity for this exit. |
| Exit condition | Specify the exit condition, i.e., a condition to meet for moving to the next activity. |
| Order | This field specifies the order of the exits displaying within the activity. |
| Activity type exit | Use this field to specify the activity type for this exit (stored in the wf_activity_type_exit dictionary). |
| Description | The exit description. |
Transitions
| Property | Description |
|---|---|
| Activity exit | Specify the exit that is proposed to be the start point for the transition. |
| Activity to | Specify the activity that is proposed to be the endpoint of the transition. |