In SimpleOne, the Workflow Editor provides the interface for 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 recently changed workflows. Here, you can open existing workflows by clicking Open, and create the new ones by clicking New.
The Workflow Editor consists of the following working areas:
This panel is intended for managing and editing new and existing workflows.
In the hamburger menu , you can find the following options:
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 available activities implemented in the system.
The Workflows tab displays the list of the existing workflows.
To open a workflow, click on it. After that, the workflow is displayed on the canvas. To enable editing, select Check out in the hamburger menu.
Here, you can add activities and configure transitions between them.
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 delete an activity:
To open the activity form fields:
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:
Review or define object properties here. This panel appears after double-clicking on any element on the canvas (either activity, activity exit, or transition). Operate with activity, exit, and transition properties.
The set of fields displayed in this panel depends on the type of activity selected. See the Workflow activities article to learn more.
Field | Mandatory | Description |
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Name | N | Exit name. This field is populated automatically according to the activity. |
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. |
Exits for the Switch activity have additional parameters (in case, when there is more than one exit). See the Switch activity to learn more. |
Property | Description |
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Activity Exit | The start point of the transition. |
Activity To | The endpoint of the transition. |