Introduction to Workflow

Overview

Workflows streamline and organize your business processes by separating complex logic across a series of modules. With Workflows, you can achieve the same result as including everything in one module, but with a smoother end-user experience. Workflows also let you see what step of the process your end-user completed.

Here are some additional benefits of using a workflow:

  • Automated execution of workflows and processes.

  • Linked modules for collecting data and creating a single submission.

  • Seamless orchestration, routing, rules, and dynamic flow, achieving full flexibility in your applications.

  • The ability to quickly and easily apply role-based security.

  • Creation of any number of unique user journeys by using multiple Workflow nodes.

  • URL redirects to lead your end-users from one workflow to another, saving the data and offering the option to continue a submission later.

  • One agent can complete part of a submission before handing it off to another agent. Then, your second agent can return the submission to the original agent. This process is called multi-party support and happens automatically. Workflow processes can also be completed in parallel, with multiple end-users interacting with a workflow at the same time.

Here is a preview of a completed workflow in the Workflow Builder:

A static image displaying a sample workflow configuration in the Workflow Editor.

Learn more about setting up and using Workflows by clicking on the tabs below:

Creating a Workflow-Type Application

If you don't have an existing application, create one from your workspace environment.

To create a workflow-type application in your workspace:

1. From the Workspace page, click + Create App.
2. Enter a unique App Name*. The App Path populates using the App Name value.
3. From the App Type* drop-down, select Workflow.
4. From the App Entrypoint* drop-down, select New Entrypoint.

A static image displaying how to create a workflow-type application.

5. In the App Description field, add a brief description of your workflow application.
6. Click Create.

The Workflow application is now available in your workspace. In the application, element list, find your workflow and click View. Here's an example of a Workflow application landing page:

A static image displaying a workflow-type application in Workspaces.

Best Practices

Build automated lane tasks to complete operations in five minutes to prevent timeouts. User input modules can complete operations as long as needed. The five-minute limitation does not apply to QA or Staging environments. However, workflows promoted to the Production environment are affected by the five-minute operation limit.

  • Create modules in the Automated Workflow lane with the following settings:

    • Enable Server-side Execution Only in module settings for external API service endpoints that are configured in server administration. SSE prevents external services from seeing sensitive information such as financial data or PII (Personal Identifiable Information).

    • Enable Customize RBAC for this Module in the module permissions.

Resources