How to Create a New Workflow
To create a new Workflow, follow these steps:
- After accessing Neostella, click the grid icon
, then select the Control Center workspace and navigate to Process Studio > Workflows.
- In the Workflows Management dashboard, click +NEW WORKFLOW.
- Enter the workflow Name*.
- (Optional) Add the Description.
- Select the Target Object* that will be used to build the Workflow.
Target Objects* are defined by default in the system.
- Click CREATE. The Workflows Editor is displayed and the Set a starting rule to initiate the flow node is displayed by default.
- The user can configure the Starting Rule node and add, configure and connect all the Workflow elements.
- To configure the Starting Rule, please read: Starting Rules Management.
12 STEPS
1. After accessing Neostella, click the grid icon.
2. Select the Control Center workspace.
3. And then navigate to Process Studio.
4. Next select the Workflows menu.
5. In the Workflows Management dashboard, click +NEW WORKFLOW.
6. In the Create new workflow modal window, enter the workflow Name*.
7. Then, add the workflow's Description. (This step is optional).
8. Next select the Target Object* that will be used in the Workflow.
9. Click the Object.
10. Next click the CREATE button.
11. The Workflows Editor is displayed and the Set a starting rule to initiate the flow node is displayed by default.
The user can configure the Starting Rule node and add, configure and connect all the Workflow elements.
12. That's it. You're done.
Here's an interactive tutorial
https://www.iorad.com/player/2671586/Control-Center---Process-Studio--Workflows---How-to-Create-a-New-Workflow?iframeHash=watchsteps-1&lang=en
How to Save a Workflow
Save as Checkpoint: Select this option to capture a complete current workflow state with the current configurations. A checkpoint is not a published workflow.
-
Publish Template: Select this option to publish the current workflow version. Only workflows with a valid structure (all nodes correctly configured and connected) Published workflows are correctly configured and ready to run, allowing new workflow records to be created.
-
See Version History: Select this option to see the version history timeline. It provides a visual representation of all checkpoints and published versions.
- For more information on Save as Checkpoint, Publish Template and See Version History, please read: Workflows Versioning and History Management.
How to Create Resolution Codes
To create a new Resolution Code, follow these steps:
- Navigate to the RESOLUTION CODE tab.
- Click + RESOLUTION CODE.
- Enter the resolution code Name.
- Enter a Description.
- In Assign Tags click the icon
and select the tags you want to add to the Resolution Code.
- In the Resolution Comment section select if the task will be Required or Optional.
- Next, click CREATE. The Resolution Code is saved and available to be assigned to Task Nodes when users create or modify Workflows.
10 STEPS
1. Navigate to the RESOLUTION CODE tab.
2. Then click the + RESOLUTION CODE button.
3. Enter the Resolution Code Name.
4. Then, type a Description.
5. In Assign Tags, click the + icon and select the tags you want to add to the Resolution Code.
6. In the Resolution Comment section select if the task will be Optional.
7. Or Required.
8. Next click CREATE.
9. The Resolution Code is saved and available to be assigned to Task Nodes when users create or modify Workflows.
10. That's it. You're done.
Here's an interactive tutorial
https://www.iorad.com/player/2671578/Control-Center---Process-Studio--Workflows---How-to-Create-Resolution-Codes?iframeHash=watchsteps-1&lang=en
