Workflow Designer-Capabilities

Owned by Mike Deskis
Last updated: Sept 09, 2024 by Ioana Kocurova
3 min read

The following are the capabilities of the Strategy Designer feature for the development of custom pricing strategies for your application. The overall capabilities of this feature are:

Design Panel

The main panel for Workflow Designer will appear as:

 

This main page is comprised of these panels; Workflow Strategies, Add Workflow option, strategy add-ons (Steps, Approvers, etc), workflow formula.

Workflow Strategies

One of our initial areas of interest will be the workflow strategies that are part of the Workflow Accelerator n and will automatically be loaded by the Workflow Designer. In the highlighted section below, we can see several workflow strategies:

These strategies are provided as non-working skeletons that must be customized for your specific workflow approval requirements. They provide the specific design framework necessary for the type of workflow that is needed for the specific approval type (Quote, Price List, etc.)

The initial list of workflow strategies that are shown will be those that are deployed as part of the Workflow Accelerator. They are provided to you as part of the default out-of-the-box deployment of Workflow Designer.

Workflow Formula Calculation

By selecting one of the workflow strategies on our listed of pre-built strategies, we are able to view (and edit) the formula that comprises the workflow:

 

Workflow Formula Add-ons

We have the ability to modify (or create) a workflow strategy using the different add-ons available. The initial default set of add-ons will come from the out-of-the-box deployment of the Workflow Designer.

These add-on capabilities are:

Steps

Each step in the approval process consists of the following elements; Label, Reason, Approvers and Conditions. We have the ability to add multiple approval steps to our workflow using this pre-buiilt option.

Approvers

The approvers of an approval step can be an individual user, a group of users or a business role. This option allows us the ability to drag and drop the correct type into our approval step.

Conditions

When we are building our custom workflow strategies, we may need to utilize various conditional logic testing like; true/false boolean, Not conditions, If/Then/Else conditionals, and/or conditions, and various math operations.

Functions

Provides the ability to test for some specific data types (String and Number), test the size of a value and test for nulss.