Changes

A Workflow is a set of repeatable steps used to automate and streamline your business processes within the system (e.g. creating review forms and notifying reviewers via email).

Workflows are constructed using two basic elements:

* Tasks: define the actions required in the workflow – each task represents a single step in the process. Specific roles or specific users are associated with each task, and these people will be automatically alerted when they need to perform the action defined by that task. These actions are generally used to accept, reject, or request a revision on the associated object, file, user or some application-specific information.

* Connectors: link tasks together, and provide for branching logic based on the user responses to the task or pre-set conditions.

1. Click the Menu Icon and under the System Processes , click the Workflows link.

3. Workflows – click this tab to see list of workflows. The list includes the name, description, workflow type, Trigger, System Call Identifier and date last updated. In the top right of the action bar is a Category drop down. The list of workflows displayed under the Workflows tab is dependent on the Workflow Category selected. Use the "All Workflows" option to see all workflows.

* Tasks – click this tab to see a list of tasks for all workflows.

* Outstanding Tasks – click this tab to see a list of outstanding tasks for all workflows. This is where the workflow in question has been triggered, and the task has been scheduled for future completion date

4. Click the New Workflow button to see the New Workflow page.

[[Image:workflow2017_2.png|900px]]

5. Populate the Name field with a suitable a descriptive name for the workflow, and the Description field with a suitable narrative description for the workflow.

7. Set the Trigger When option. This determines when a new instance of the workflow should be started. The options available, are determined by the Workflow Type (see Workflow Types table above). The available options include:.

* The New option will only trigger when a new object is created.

* The Modified option will trigger the workflow when an existing object is changed.

9. Click the Save button. The workflow is saved and the Workflow ID is now populated. The following options appear in the action bar near the top of the screen:

* Back/Recently Visited – click this button to return to pages previous accessed.

* Workflows – click thisbutton to return to the workflow list.

10. The following tabs are also now displayed:

* Task – click this tab to view workflow task and to edit tasks. Tasks are steps within the workflow.

* Pending Queue – click this tab to see a list of outstanding tasks for this workflow, you can delete tasks and reassign tasks to other contacts within the system.

* History - click this tab to see a list of completed tasks for this workflow.

==Create workflow tasks==