As an instance administrator, you may need to create a custom workflow activity with the specific logic when the default set of the activities does not suit your needs. You can do this via the SimpleOne agent interface.
Role required: admin, wf_admin. |
To create a new activity, complete the following steps:
In fact, every activity stores its settings in a child table of the Workflow Activity (wf_activity) table.
To create this child table, complete the steps below:
See the Create Tables article to learn more.
An activity type is an entity intended to classify the newly created or updated activities. Use it to define properties and behavior for an activity.
To create an activity type, complete the steps below:
Activity type form fields
Field | Mandatory | Description | |
---|---|---|---|
Name | N | Specify the activity type name (for example, "Send Request"). | |
Active | N | Select this checkbox to activate this activity type.
| |
Description | N | Add a brief description of the activity type. | |
Script | N | Specify a script that implements the activity logic. Use SimpleOne Server-Side API there. | |
Image | N | Attach an image to be displayed in the workflow editor for this activity.
| |
Activity Type Category | N | Specify a category for the activity. | |
Activity Table | N | Specify the previously created table for this activity type. | |
When to Run | N | Specify a condition that should be met to run the activity type. Available options:
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To create an activity type exit, complete the steps below:
Activity type exit form fields
Field | Mandatory | Description | |
---|---|---|---|
Name | N | Specify the activity type exit name. | |
Activity Type | N | Specify the activity type to which this exit is related. | |
Exit Condition | N | Specify a script that defines the condition to be met to exit the activity. The script returns the true or false value.
| |
Description | N | Add a description of the activity type exit. | |
Order | N | Specify the exit order on the activity block. The order is defined in ascending order, and exits are displayed on the activity block from the upside-down depending on their order. |
To configure the activity form view displayed in the Workflow Editor, perform the following steps:
Copy the value from the Name field and paste it in the URL address after the /record/ line (see the example below).
In case you need to see the activity record often, create a menu item:
See the Panels and Navigation article to learn more about menu items and categories. |
It is not recommended to change the form layout for the "out-of-the-box" activities. This may cause problems when adding these activities to a workflow. |