Skip to content
Docs
Introduction
Workflow Configuration

Workflow Configuration

Learn how to make workflow configuration and workflow binding.

Step 1 : Crate Workflow

  1. Click App Management -> Workflow Design Management.

  2. Click Add button to add new workflow.

image

  1. Fill in workflow name, workflow status, workflow type, workflow category, workflow icon and workflow description.

    If it's a workflow related to a form, categorize it as a form workflow. If the workflow is used in the application then selected the type applicaiton workflow.

image

Step 2 : Workflow Design

Select the workflow in the workflow list, click the workflow design to access the workflow design pages.

image

Design the flow path by dragging and dropping of workflow nodes.

image

Click the flow nodes to make configuration, including basic settings, advanced settings and flow path settings.

image

Basic Settings

For workflow approval settings, you can specify four major types: specified members, initiator's organization, the initiator themselves, and personnel selected from the previous node.

Specified members: you can select users, select systen roles and departments. For example, if the approve roles is the approver, so only the user have the approver permission can approve the workflow.

Approval method can be selected as single approval or multiple approval.

image

Advanced Settings

In the advanced settings, you can configure the button in the approval process. Additionally, you can set the approval types such as pending, approved,reassign, terminated and other types.

image

Flow Path Settings

In the flow path settings, you can configure the approval types, arrival nodes, status, receiving unit and description.

image

After completing the above settings, the workflow configuration is considered complete.

Step 3 : Flow Binding

Based on the former filled business data, click the confirm button to trigger the workflow. at the same time configure the click action events.

image

In the click action events, you can select the trigger action.

image

In the workflow list, selected the application workflow to bind the event.

image