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

Message Box

Message Box

Workflow Milestones

Workflow Milestones

Action Template

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

Workflow - Log a new job

Workflow - Log a new job

Send Email via Workflow

Send Email via Workflow

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 Break

Workflow Break

Workflow Groups

Workflow Groups

Decision - User based

Decision - User based

Multiple choice workflow object

Multiple choice workflow object

Decision - Script / Data based

Decision - Script / Data based

Decision - Variable based

Decision - Variable based

Decision - Job Field

Decision - Job Field

Decision - User based

Decision - User based

Scripting - SQL

Scripting - SQL

Scripting - Powershell

Scripting - Powershell

Control Set Workflow Object

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 - Set/Modify value

Variable - Set/Modify value

Variable - Set value from SQL Script

Variable - Set value from SQL Script

Create Client with workflow

Create Client with workflow

Change Management Template in Workflow

Change Management Template in Workflow

Approvals

Get approval for that thing…

Approval Results

Approval Result check

Checklist workflow process object

Checklist workflow process object