4.3 Workflows & Business Rules

4.3.1 Functionality

Workflows List :

• It displays the list of Workflow.

Refresh button :

• Upon successful creation of a new workflow, simply click on the refresh button to instantly display the newly created workflow on the workflow listing page. This enables easy visibility and access to the recently added workflow.

Search Bar :

• Utilizing the search bar, users can easily locate the desired workflow by entering relevant search queries, simplifying the process of finding specific workflows within the listing.

Add New Workflow button :

• To create a new workflow, click on the "Add New Workflow" button, complete all the required fields including Description and Select-Object, then click on the "Submit" button.

• Once the submit button is clicked, a success message will be displayed indicating the successful addition of the workflow, such as "Workflow added successfully."

4.3.2 Features

Edit :

• By utilizing the Edit action, we have the ability to modify team details such as Description, status, Purpose, and Sequence. Additionally, we can apply Standard Actions, Rules, Custom Code, and Notify. Once the desired changes are made, clicking the Save button will save the modifications and trigger a success message, confirming the successful update of the workflow, such as "Workflow updated successfully."

1. Standard Actions:

The action/execution of workflow is set by using Standard Action section. All the workflow related details like Label, Description, Target Object, Restrict visibility to statuses, Event, Front-end Action, Back-end Action and Select the new to be status are set from this section.

2. Rules:

Create rule criteria to perform automatic actions. Applying some rules and conditions, can additionally set some parameters while executing the workflow.

3. Custom Code:

For additional complex workflow, the user can write their own code using this Custom Code section. For this, need to fill out its Label and Description part and write code in code the section and click on Apply button, so custom code is executed for workflow.

4. Notify:

Notification facility available for workflow. There are 4 types to Notify about workflow as- Send Email, Send SMS, Send Whatsapp, Call a Custom messaging service.

Delete :

• When the "Delete" action is triggered, a confirmation prompt will be displayed to confirm the deletion. Upon clicking the "Yes, Delete It!" button, the selected workflow will be permanently deleted, and the workflow listing page will automatically refresh. This ensures a seamless deletion process and immediate update of the workflow listing page.