Workflow creation

Genaral

One part is about naming or creating a workflow, where the name will be generated automatically, but you can edit it. You can use up to 100 characters

Accessibility

You can choose individuals or groups that can view or edit the workflow, with three available levels:

1. Documents

   • Can view the initial documents used in the workflow.

2. Fields

   • Can edit the digital form sections within the workflow.

   • Can add or modify data or forms.

3. Force Done

   • The function for error prevention is designed so that when a user encounters an error, the system will forcefully terminate the process to investigate the cause of the error.

This allows you to control access and permissions at different levels for documents, form fields, and configuration settings within the workflow.

Permission

In this section, you can set access rights for data or editing. When you click to select, a list of individuals and groups within the same company as you will appear for you to choose from

In the example, you will find two options available for selection:

1. Owner

   • This is set as the default value and refers to the owner of the document or workflow.

2. Group

   • This represents a group that you have defined within the company.

Priority

In this section, you can set the priority level for tasks. You can choose from the following options:

1. NONE :

   • None-priority tasks are those with a no deadline

2. CUSTOM :

   • Custom-priority tasks are those with a deadline set for your custom date-time

3. Low :

   • Low-priority tasks are those with a deadline set for 30 Day

4. Medium :

   • Medium-priority tasks are those with a deadline set for 7 Day

5. High :

   • High-priority tasks are those with a deadline set for today at 23:59

This allows users to categorize tasks based on their importance and urgency, helping in better task management and planning

If you choose 'Custom,' the system will allow you to set the deadline manually. You can specify the following:

1. Due Date :

   • The specific date when the task is due.

2. Due Time :

   • The specific time when the task is due.

3. Days :

   • The number of days to complete the task. This will be relative to the creation date.

In the example, it is set to 7 days, meaning the task should be completed within 7 days from the creation date

Notification

The Notification section is designed for alerting you in advance. When you enable this feature, you will find options to select the notification unit in the notification unit section

Notification unit

You can set the notification unit for the flow, with options available from before it's due, such as year/month/week/day/hour

Attachment

You can select a file that already exists, as shown in the image

Upload file

If you want to upload a new file, you can do so by either dragging the file into the designated area or clicking to select a file

Select File

After you have selected the file, it will be displayed again in the selected file area

Copy and delete file

You can choose to copy files that have been previously selected or delete the selected files, as shown in the image. The deletion can be done in two ways:

• By pressing the 'icon' on the right of the word 'Copy.'

• By clicking on 'Delete All Files,' which will delete all the selected files

Publish

After completing the creation, you can announce or deploy it by clicking the 'Publish' button located on the top right