You can create and configure new workflows. This article explains how to create workflows, add statuses and export/import workflows.
Create a new workflow
Creating a workflow
You can create and name a new workflow using the "New" button.
Input dialogue
After clicking on "New", a dialogue box appears in which you can enter the following information:
Name: Assign a name for the workflow
Type: Select the type of workflow
Description: Add a description (optional)
Select workflow type
Select the "Ad-hoc workflow" type here.
Save and configure
Step-by-step instructions:
Assign a name
Select the "Ad hoc workflow" type
Save the entries
You can now configure the workflow
Understanding the status sequence
Display sequence
The order of the statuses in the table also determines the order in which they are displayed elsewhere in the interface.
Examples of the display:
When changing status
In the role configuration
Add status
Create new status
To add another status to the workflow, select the "New" button.
Configure status
You can now make the following settings for each new status:
Name: Give the status a name
Description: Add a description (optional)
Background colour: Select the background colour
Hide status
"Hidden" option
If you set a status to "hidden", this has the following effects:
Behaviour:
This status is not displayed in the status column in the data grid of the processes
The field remains empty
However, the process itself remains visible as normal
All statuses hidden
If all statuses in a workflow are set to "hidden", the status column is completely hidden in archives that use this workflow.
Set start status
What is the start status?
The start status determines the initial status of newly archived processes.
Mandatory field
The start status is a mandatory field. A workflow must therefore always contain at least one status.
Automatic creation
When a new workflow is created, a status is always created automatically and set as the start status.
Exporting and importing workflows
Export function
You can export any workflow to another archive. This also works in archives of other users.
Import function
You can import workflows from another archive.
Export process
When exporting, you create a JSON file.
Import process
You can read this JSON file when importing it into another workflow.
Advantage: You can easily transfer workflows between different archives or systems.