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Table of Contents

Introducing the Workflow Designer

1. In the App design page, click on the Processes menu on the left, and then on the Launch Workflow Designer button along the top.

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11. Ensure that the process has a proper Start and End. Once the Guide indicates that the process is valid, the Deploy button will be enabled. Click on Deploy to deploy the process to the server.

Mapping Participants to Users

12. Once a process has been successfully deployed, the Workflow Designer will close. Click on OK in the App design page to load the process details.

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13. Participants defined in the process are listed in the Map Participants to Users tab, and you can map each participant to specific people. Click on Add/Edit Mapping to map to specific groups, users, organization chart, etc. If no mapping is done for a participant, any tasks are automatically defaulted to the current user instead.

Mapping Activities to Forms

14. In the Map Activities to Forms tab, all process activities are listed.

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20. After all the configuration, the new approval form should look similar to the following screenshot:

Mapping Tools to Plugins

21. In the Map Tools to Plugins tab, you can map tools defined in the process to plugins.

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22. For each tool, click on Add/Edit Plugin to select and configure a plugin.


Test Driving the Process

23. To perform a test run on a process, click on the Run Process button along the top of the App design process page.


Incorporating the Process into the Userview

24. In the App design page, click on the name of an existing userview to launch the Userview Builder.

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