The First Workflow

Introduction

Feature(s)

In a workflow, data flow from bottom to top. Multiple members participate in the flow process and submit data in a certain order for approval.

Application Scenario(s)

In the case of a leave application, after an employee submits an application, the application will be transferred in the designed workflow for approval until the application workflow is completed.

Preview

Taking the leave application as an example, the workflow is as follows:

Setting Procedure

As a leave application requires the approval of the administration department and the manager, you can set a workflow in the following five steps:

1. Create a workflow form.

2. Set the workflow form.

3. Design the workflow.

4. Set node properties.

5. Enable the workflow.

Creating a Workflow Form

Select an app and create a workflow form. Then change the form name to Leave Application.

Designing the Workflow Form

1. Analyze application information

When employees ask for leave, they need to fill in leave application forms. A leave application form usually includes the employee’s name, leave start date, leave end date, and the number of leave days. The corresponding field types are as follows:

2. Design the application form

Select Member from Member & Department Fields, and select Date&Time, Number, and Multi Line from Basic Fields in the left panel.

Modify the fields Member, Date&Time, Number, and Multi Line to Name, Leave Start Date, Leave End Date, Number of Leave Days, and Reason for Leave respectively.

Designing the Workflow

The leave application workflow is as follows:

According to the workflow, the nodes include:

On the Workflow page, you can modify the node names.

For example, you can modify the names of the start and approval nodes to Employee, Administration Department, and Manager.

Setting Node Properties

Configure the field permissions and approvers for each node.

For the two approval nodes, go to Node Properties > Approver and select Jodoo Official and Joe respectively from Members in the pop-up window Dept. & Member List.

After the configuration is completed, click Save.

Enabling the Workflow

After the workflow settings are complete, click Enable to enable the current version.

Allocating Permission(s)

Configure permissions for members. For example, to allocate the permissions for initiating a workflow and viewing all workflows, you can follow the steps below:

Go to Publish > To Members, click Add Member, select Siran from Members in the pop-up window Dept. & Member List, click OK, select Initiate now from the drop-down list below Member Permission, and click OK.

Follow the same steps to allocate the permission View all workflows to Siran.

Demonstration

Submitting an Application

Click  In the upper left corner, fill in the leave application form and click Submit.

Reviewing an Application

Go to My Tasks, and select the application submitted by the employee to review. If you click Submit, the application will be approved by default.

Viewing a Workflow

If you have permission to view all workflows, select the permission set View all workflows from the drop-down list in the upper left corner to view all submitted workflows.

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