Glossary: Workflow Engine
Updated
Here are some workflow engine-specific terminologies that you need to get accustomed to for seamless usage of the feature.
Workflow Engine— Field Descriptions
# | Term | Description |
1 | Quick Filters | Quickly filter workflows based on status, associated assets, and owner of the workflow. |
2 | Select All | Check the box to perform bulk actions such as delete. |
3 | Checkbox(es) | Check one or more boxes to perform bulk actions to the selected workflows. |
4 | Options icon | Edit in New Canvas - Edit the workflow in the new canvas with an enhanced view. View - View the Workflow. Delete - Delete the Workflow permanently. Clone - Clone the Workflow to create an exact duplicate. Share - Share the Workflow across workspaces or with other users within the workspace. |
5 | Search Bar | Search for a specific workflow by typing in the desired keywords. |
6 | Refresh | Refresh your list to view the latest data. |
7 | Filter | Apply filters to narrow down your search. |
8 | Create Workflow | Click to create a new workflow. |
Workflow Components — Field Descriptions
Term | Description |
Service Task | A service task initiates automated tasks within the workflow. |
User Task | User tasks allow you to assign tasks to users, user groups, or task queues within the workflow. |
Set Fields | Allows you to assign values to the fields of the entity the workflow is applied on. |
Set Milestones | Establishes a phase or checkpoint for a workflow. |
Decision Box | It denotes when a decision needs to be made within the workflow. By configuring decision paths, you can set conditions that the system will check and route the workflow accordingly. |
Stopwatch | Pauses workflow for an interval and then proceeds. |
Gamification | Allows you to set a gamification activity. |
Sub-Workflow | Initiated another pre-defined workflow. |
Splitter | Create separate workflow branches. |
Merger | Rejoins separate workflow branches. |
End | Completes a workflow. This is a required component for every workflow. |