This tool simplifies the process of creating and managing complex workflows within the Pricefx platform. The component is developed Javascript/React and provides functionality such as viewing, modifying and designing approval workflows within a partition using a visual framework that allows for ease of customization of the workflow components.
Workflow Designer simplifies the configuration of approval workflows into simple streamlined experience so the users can focus on the business process (i.e. usage of workflows and their design) instead of their development.
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.
LEARN MORE: For more information on the Approval Workflow Accelerator, click here.
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:
Workflow Designer
The underlying core component linking Workflow Accelerator to the visual configuration capability that allows for creation of customized configuration of workflow strategies or modification of out-of-the-box strategies that are deployed via the Workflow Accelerator.Pricefx Unity iFrame Integration
Provides the link between Workflow Designer as an external product into Unity. This configuration will allow many different Pricefx capabilities in the future to integrate with a visual configuration component.
LEARN MORE: For more information on Paper Plane release, click here.
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.
Design Features:
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.
Preview Features:
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.
Deploy Features:
Single button to deploy everything
Output with the deployment progress