Workflow Flow Design
Depending on the type of workflow you selected in the first step, you’ll be taken through a visual flow design step. Since Arbitrary workflows are less restricted, you can design them similar to a Kanban board design.
Flow design is different for Structured workflows. You can freely add nodes with parallel branches.
For a basic setup, you just need to add and name the horizontal stages. In the advance guide, we will talk about adding automated actions for each stage. These actions are triggered when a card is created, entered, updated, or leaving a particular stage.
Automated actions are,
- Creating/assigning a Task
- Send an Email
- Do a Webhook Request (ex. When a Deal is won in the ‘Lead Management’ Workflow, create/update the ERP with Customer details via a Webhook request)
- Action on another Card (ex. When a new Employee is onboarded in the ‘Employee Onboarding Workflow’, create another Card automatically in the ‘IT Provisioning’ Workflow for email creation and other IT tools access provisioning)
- Action on a Data Table (ex. Add/edit/delete a record in Vendors Data Table)
Structured Workflows are created when there’s a proper Request, Input and Approval actions are there in the flow. WorkHub24 has different nodes for each of these tasks. Each of these nodes corresponds to a stage in the workflow and you can name those.
- Input: This node captures information from the assignee to the form and once completed proceeds to the next stage
- Approve: Approval is expected from the assignee in this stage. Assignee has the option of Approving, Rejecting or Clarifying at this stage. Depending on the action, next assignee and the stage will be selected.
- Branch: You use this node when you want to take multiple parallel paths in the workflow.
- Action: Similar to Arbitrary Workflows, Action node is used to initiate actions such as sending emails, make a Webhook request and update a Data Table, etc.
- Wait: Use this node to wait for a time duration
- Go to: Based on certain conditions, you can send the flow back to a previous node using Go to node