Designing a Workflow

Introduction

Workflow design refers to the entire process of setting up a workflow. In the article, you will learn about the design methods and setting rules for various nodes and properties when designing workflow, helping enterprises to efficiently and quickly design business workflows.

Where to Set

After designing a workflow form, go to Workflow > Get Started to come to the workflow design page.

Initial Status

When you first enter the workflow design page, a simple workflow is automatically created by

default. The workflow design page includes:

If there are no other rules to be set, you only need to select approvers and set field permissions for nodes.

Setting Procedure

Setting a Workflow Chart

In Workflow, you need to first select different workflow nodes according to the business workflow design, and connect the scattered workflow nodes in sequence according to the approval workflow through connections, creating a complete workflow chart. For details, see Basic Settings & Toolbar of Workflow.

Approver & Field Permission(s)

Select approvers for each workflow node and set the fields viewing/editing permissions to realize decentralized collaboration, so you can manage data securely.

Approval Comment(s)

Go to Workflow > Node Properties > Advanced > Approval Comment.

Approval comments are used to annotate the form data submitted by an initiator. Jodoo supports two types of approval comments, Text, and Signature, which can be enabled to allow an approver to fill in the approval comments during the approval process. For details, see Approval Comment.

Node Action(s)

Node Actions are used to determine which direction a workflow will take after the workflow is approved at the current node. In the workflow, you can submit, stash, print, and return workflow data, as well as add approvers. You can set Node Actions for different nodes as needed. For details, see Node Actions.

Proceeding Rule(s)

Proceeding rules can be set to ensure the efficient and error-free flow of the workflow. When there are multiple approvers at a workflow node, it is necessary to determine whether all approvers need to approve and submit the workflow.

For example, if a workflow will flow to the next node after being approved by one approver, click One approver submits.

For details, see Proceeding Rules.

Enabling a Workflow

After completing the workflow design, click Save and Enable to enable the workflow. After it is enabled and published to members, members can initiate workflows.

Notes

In addition to the above features, you can also set CC, overdue actions, and auto-submit, as well as check workflow versions.