Workflow Objects

Workflow objects are the building blocks for a workflow/process. What can you build with them?

Workflow Objects

Use combinations of the workflow objects to build business process and workflow

Request Approval

Get approval for that thing…

Approval Result

Approval Result check

Action Template

Apply an Action Template to a job to update, reassign, change status, close, or send email

Workflow - Log a job

New jobs may be logged directly from workflow to farm out other tasks

Send Email via Workflow

Send Email via Workflow

Checklist workflow process object

Checklist workflow process object

Common Functions

Common Functions

Common Decisions

Common Decisions

Common functions editing

Common functions editing

Connectors and lines

Join workflow objects together to build processes

Workflow End

Workflow End

Workflow Break

Workflow Break

Workflow Groups

Workflow Groups

Multiple choice workflow object

Multiple choice workflow object

Script - SQL

Execute SQL script via this object

Script - Powershell

Execute Powershell script via this object

Control Set Workflow Object

Control Set Workflow Object

Set Control Set Value

Update a field in a Control Set

Display Control Set Workflow Object

Display Control Set Workflow Object

Validating a control set

Validating a control set

Workflow Variables

Workflow Variables are used to store values within a workflow process

Variable - Modifier

The Variable Modifier allows you to set, modify, or clear variable values

Variable - Set value from user input

Variable - Set value from user input

Variable - Set value from Script

Variables can be set from a value returned from an SQL or PowerShell script

Variable - Set value from Control Set

Variable - Set value from Control Set

Create Client with workflow

Create Client with workflow

Change Management Template in Workflow

Change Management Template in Workflow

Decision - Control Set based

Decision - Control Set based

Decision - Job Field

Decision - Job Field

Decision - Script / Data based

Decision - Script / Data based

Decision - User based

Decision - User based

Decision - Variable based

Decision - Variable based

Message Box

Message Box

Workflow Milestones

Workflow Milestones