Workflow Management allows business process automation for granting approvals and clearances using pre-defined templates and configurable workflows to eliminate inconsistencies, and errors. You can also change a pre-defined business process to suit your organizational needs.
Workflow Management integrates with Form Builder allowing you to automate any business process.
Workflow Management is used to define new workflows and modify existing workflows for custom created XML forms and in-built forms.
The following section describes in detail the various features of the Masterworks workflow engine:
The following sections describe in detail the procedures to create a workflow , and modify an existing workflow using Workflow Builder:
You can use the Workflow Management utility with ease to create workflows for various forms. However, before you start creating them, here are some terminologies that you should be familiar with:
Stage: A stage forms the building block of a workflow. A workflow can be broadly defined as a collection of stages logically associated with each other with predefined
actions defined at every stage.
There is no limit to the number of stages you can have in a workflow and the number of actions that can be associated with them.
Stages can be broadly classified into 3 types: Start stage, Intermediate stage and Final or the End stage. It is important to define stages and associate them with their respective stages in a workflow for ease of use.
Stakeholder For This Stage: A stakeholder of a stage is the user level permission assigned with the respective stage to ensure seamless execution of the workflow.
The Administrator role has the most permissions available, and the levels of permissions can be restricted for other roles.
Days To Complete: This determines the number of days the before the next approval from the next stakeholder should be received.
Action: An action defined within a stage is a button that performs a set of actions, one of which can be transitioning a form from one stage to another.
Status: The status is the name of the current workflow stage of the form.
Pending On: This determines the user roles associated with the workflow that are yet to perform the next workflow action. In every stage, roles are displayed in the Pending On column in the form list page, except the final stage when the stage is
displayed as “None”.