Process Studio - Workflows - Navigation

  • Updated

To navigate to the Workflows page, follow these steps:

  1. After accessing Neostella, click the grid icon and select the Control Center workspace.
  2. Navigate to Process Studio > Workflows menu. The Workflows Management  dashboard is displayed.

6 STEPS

1. After accessing Neostella, click the grid icon.

2. An then select the Control Center workspace.

3. Navigate to Process Studio.

4. And select the Workflows menu.

5. The Workflows Management dashboard is displayed.

6. That's it. You're done.

https://www.iorad.com/player/2671562/Control-Center---Process-Studio---Workflows-Navigation?iframeHash=watchsteps-1&lang=en



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Workflows Management Interface

The Workflows Management page has three different tabs: TEMPLATES LIST, RUNNING, and OUTCOME CODES.

Templates List Tab 

The TEMPLATES LIST tab serves as the central dashboard for Workflows Templates management within your Neostella tenant. Users can easily create, manage, export, and visualize their Workflows Templates in a seamless way.

The following elements are displayed in the TEMPLATES LIST tab:

Element Description
1. +NEW WORKFLOW Click this button to create a new Workflow Template.

In the Workflows table, the existing Workflow Templates are listed. The table’s elements are described below: 

Element Description
2. Search This field allows users to enter text to filter workflows in the table based on the entered data.
3. Workflow Name Name of the Workflow Template.
4. Target Object Specific system Object configured in the Workflow Template. Define for which Objects the workflow can be used.
5. Created Date Date when the Workflow Template was created. Date format is displayed according to ISO 8601.
6. Created records Workflow records generated from the Workflow Template. 
7. Is Active

Displays the workflow template status. 

Available status are:

  • Draft: The workflow has been created and saved as a checkpoint but has not been published yet.
  • Published: The workflow has been published.

Inactive: The workflow has been disabled and is not currently in use.

Running Tab

The RUNNING tab serves as the page for Workflow records that are currently running within your Neostella tenant. Users can easily visualize and manage their Workflows records statuses in real time, and its steps are stated in a detailed seamless way.

The following elements are displayed in the RUNNING tab:

In the Running table, the existing Workflow records are listed. The table’s elements are described below: 

Element Description
1. Search This field allows users to enter names to filter record workflows in the table.
2. Template Name Name of the Workflow Template, that is running for a specific Object record.
3. Object Type A specific system Object Type configured in the Workflow Template. It defines which type of Object the workflow can be used.
4. Object Name Name of a specific Object record that was used by the Workflow record.
5. Started At Date when the Workflow record started to run. Date format is displayed according to ISO 8601.
6. Actions Allowed actions that can be applied to the Workflow record.

outcome codes

The OUTCOME CODES tab is used to create and manage Outcome Codes tailored to your needs. Outcome Codes are customizable descriptors to categorize how:

  • Tasks are completed: When resolving a task (for example: Approved, Rejected, Needs Review), the selected Outcome Code categorizes the result and can also determine the subsequent workflow branch that should be followed based on that selection.
  • Workflow Closure: When a workflow is closed, an Outcome Code is assigned to indicate how it ended and determine the next workflow branch. This is important for nested workflows, as the Outcome Code allows the workflow that contains the nested workflow to understand the result and decide the next step.
  • Snoozing a Task: When snoozing a task (for example: Client cannot be contacted, Waiting for response, Requires additional activities), the Outcome Code categorizes the delay reason  and helps track why the task was paused.

The following elements are displayed in the OUTCOME CODES tab:
 

Element Description
  1. +Outcome Code
 Click this button to create a new Outcome Code.
  1. Search
 This field allows users to enter text to filter Outcome Codes in the table based on the entered data.
  1. Code
 Displays the unique  Outcome Code, which is automatically sequentially assigned following the RC-NNN format, where NNN indicates the sequence number. It cannot be edited.
  1. Name
 Name of the Outcome Code. This is the label displayed to users when completing or snoozing tasks.
  1. Description
 Description of the Outcome Code.
  1. Comment
 Indicates whether a comment is required or optional when the Outcome Code is selected while resolving or snoozing a task.
  1. Status

Indicates whether the Outcome Code is currently available for use.

Active: The Outcome Code is available and can be configured as a category for task resolutions, task snoozes, and within Completion Rules in workflows.

Inactive: The Outcome Code is not available for use in task resolutions, task snoozes, or Completion Rules in workflows.
  1. Type
 Defines where the Outcome Code is used: Snooze, Workflow and/or Task.
  1. Tags
 Tags assigned to the Outcome Code.