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Benefits

• Drag-and-drop interface: Users can design workflows by dragging and dropping pre-defined workflow components onto a canvas. These components represent different actions, conditions, or decision points within the workflow.

• Visual representation of workflow logic: The Workflow Designer provides a visual representation of the workflow logic, allowing users to easily understand the sequence of actions and conditions. This visual representation helps in visualizing and analyzing complex workflows.

• Configurable actions and conditions: Users can configure the actions and conditions associated with each workflow component. Actions may include sending notifications, updating data, triggering other processes, or interacting with external systems. Conditions allow for the evaluation of data or events to determine the next steps in the workflow.

• Conditional branching and decision-making: Users can define conditional branching within workflows, enabling different paths based on specific conditions. This allows for dynamic and flexible workflows that adapt to different scenarios or inputs.

• Integration with other Pricefx modules: The Workflow Designer is integrated with other Pricefx modules, such as Pricing or CPQ (Configure, Price, Quote). This integration enables the design of workflows that automate and streamline processes across multiple modules.

• Workflow monitoring and management: Once the workflows are designed and activated, users can monitor their execution and manage them through the Workflow Designer interface. This includes tracking the progress, analyzing performance, and making necessary adjustments as needed.

Dependent Components

The Workflow Designer capability provides a streamlined and easy to understand drag and drop visual component to allow business users to configure important aspects of their workflows without the need for technical programming skills or understanding configuration details.

This visual configuration capability has the following dependent requirements:

Approval Workflow Accelerator

The capabilities of the Workflow Designer are dependent upon the deployment of the Approval Workflow Accelerator into your partition. This Accelerator provides some of the core building blocks that allow for the visual configuration component.

Pricefx Core Components

Additionally, this capability will connect with two additional updates that are available in the latest release of Paper Plane (June 2023) and both of these requirements are necessary for successful deployment:

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Functionality

The use of Workflow Designer and workflow configuration is performed in three steps:

Design

Here the user can design his workflow strategy using a drag & drop interface leveraging visual framework while seeing the impact of the changes in the visual preview.

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• Create, rename and delete a workflow

  • Create a strategy from a template (Quote, Pricelist, Rebate, etc. )

  • Create a completely custom strategy

• Modify workflow strategies

  • Add approval steps

  • Add unique Approvers

  • Add conditional tests

  • Add functions (Is Null, As Number, etc.)

• Preview of the strategies and custom lookups

  • After selecting a product, the user can see:

    • the result price of the strategy

    • the values of the variables and custom lookups used in the calculation

  • The user can see a preview of the generated code

Preview

In this step, the user will identify which workflows to deploy and review the primary tables that will be updated and their corresponding values.

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• Selection of workflows to deploy

• Review of ApprovalWorkflowSetup table entries

• Review of Approvers table entries

• Review of ApprovalCondition table entries

Deploy

In the final step, the user can hit the Deploy button to deploy the workflow to the partition and update the corresponding logics and tables.

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