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This page discusses the various types of workflow steps available in frevvo, as well as when and how to use them.
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The new step will appear in your workflow, and the Workflow Step Properties wizard will open on the page. To add or edit controls on the form, click the Guided Designer: Forms editing mode at the top of your page.
Approval and Linked Steps
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One circumstance in which you might not want to use linked forms is a workflow in which each user is filling out a different form. See Linked Steps vs. Separate Forms below. |
Create a Linked/Approval Step
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The new step will appear on your workflow diagram and the Step Properties will open on the page. The Step Name and "Linked from: <Parent Step Name>" are listed above the Step Properties wizard.
Linked Steps Workflow Example
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Consider an Expense Report with 3 steps:
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Now let’s take a look at a simple workflow that will accomplish the scenario described above. This workflow contains the Purchase Request form submitted by the company purchasing manager as the first step. The second step is an HTTP step that provides the URL to the web component that handles collecting the signatures from all the required approvers. The third step is a Summary step. Remember the workflow will be suspended until all the approval signatures have been collected by the web component. The web program will then use the callback url to proceed to the Summary step of the workflow.
Click on the HTTP step and open the Settings tab. Enter the URL for your post. In the image below, we are entering the URL to a remote test server running a service that can be used to test this feature:
Code Block https://app.frevvo.com/services/testyanf
- Configure Email or a post to a web application if required. These actions will be performed when the HTTP step is completed.
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This URL is used by the remote service to “wake” up the frevvo workflow. Any document actions configured will be performed and the frevvo workflow will resume. Workflow visibility can be set to any of the choices.
You cannot reset a workflow to an HTTP step. Look for the status of WAITING in the Audit Trail to find HTTP steps in a workflow that are in a suspended state.
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The Summary step type will simply display a summary view of the data that has been entered into the various steps of the workflow prior to the Summary step at runtime. Clicking on the Details button navigates to the selected step for viewing/editing. The designer selects the fields to display in the Settings mode Summary Fields tab. Usually, you will choose a sample of the fields that provide a summary of the information entered.
To add a Summary step, click the + icon in the place you want to add the step. This launches the Add Step wizard.
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Previously completed steps in a workflow can be viewed by all users but editing data is only allowed for the user that initiated the workflow. For example, if the Summary step is part of a screenflow performed by the same user, editing is allowed when this user clicks on the Details button. Once the workflow navigates to a different user, previous steps are rendered read-only and cannot be edited. Refer to Navigating Between Steps for more information.
The Print button is available on Summary steps by default. Refer to Printing Workflows for the details. The designer can specify a CSS class, a Button label and a Decorator for the Summary step on the Settings property tab.
Existing Forms
You can also add a form you have already created and which is listed in your current project's forms home page. Adding an existing form to the workflow creates a copy of that form. If you later edit the standalone form, those changes will not affect the step in the workflow. It remains as it was at the time you copied it into the workflow. If you want to update the workflow to have a new copy of the form, delete the step from the workflow and re-add the updated form.
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Workflows where one form gets routed to a lot of people and they all have to work on it collaboratively, typically use the Linked steps approach.
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There are several design paradigms for workflows that you may want to consider depending on your workflow requirements. You can find examples of each type here. |
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