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Workflow Designer Quick Start

This page will assist you during your first steps with the Workflow Designer, after you install the module and configure the license.
At first I will describe the differences to the integrated module and after this, I will write what you could do.

Main differences to internal Module

In the internal Workflow function, you are able to connect a condition with one or multiple actions, but always in a single path from start to actions.

The Workflow Designer is build on single tasks, which could be combined in an individual way. So you are able to build a business process, which use every function in a flexible way.
You only needs to be able to divide your process into small parts to be able to build complex workflows.

Every task has one input (green) and one or multiple outputs (red).
The execution follows the path from one task to another and execute all tasks until the path end. You could connect two tasks in one output and split the execution into two paths. If you split the process, then every path will executed until the end, regardless if the other path already executed a task.

If you would migrate your old internal Workflows, the result would look like this examples:

(Image 4 represent the feature to split the path, if you add 2 actions in internal Workflow)

Every Workflow run a defined time and quit after the execution. Repeating workflows, like a birthday mail every year works without hacks.

The new Workflow module allows to connect the last output to one of the first inputs, which allows to create a Workflow, which never ends! (Do not forgot to add a delay to prevent mass mailings)

First Steps

  1. Every Workflow starts with the [Start] Block. This block store the configuration like the execution trigger or the record filter. (For first time please set “start trigger” to “on first save”)
    To configure a block simple double click on the task or use the small utility icon top left of each block.
  2. For this example please add a condition block, from the left menu and setup a condition you need. (For example “lastname” contain “test” in contacts)
  3. Now create a path by drag & drop from the output of the “start” block to the condition input point. (If you need to delete a path, simple click on the wrong one.)
  4. At next use a “set values” block and connect the upper (true) output of condition with the “set values” input and setup a value change setting, you could recognize.
    Optionally you add a second “set values” block, which is connected to the lower (false) output. But this isn’t necessary to see the result.
  5. The result should look like the first image of the upper images
  6. After you activate the workflow in the overview, you could create a record with the values, which match with the condition you use in condition task. After the save process you should see the changed value.

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