A workflow is defined using the workflow designer:
The designer is composed of three parts.
The flowchart view is the left-most portion of the designer and displays the workflow as a flowchart. The following commands are available for the flowchart view:
The toolbar section is located in the top-right corner of the designer. It is a list of available activities that can be dragged into the flowchart. The toolbar is divided into sections, grouping activities by their function:
You can hide any section by double clicking on the section label.
The activity definition is displayed at the lower corner if the display. The definition entries depend on the activity selected and define the options for the task.
The Information screen displays information about the workflow:
Where can activities be dragged to?
To use any activity drag it from the tool bar into the flowcahrt view. The flowchart will indicate where you can use the activity by displaying green plus icons in the appropriate places:
You can also click on any activity and move it to any place that the designer allows you to, by dragging it from its current location to any other location.
You can remove any activity by clicking on the activity and pressing the Delete key.
How are settings evaluated
All settings are evaluated by first replacing any merge codes with the appropriate value. There are three types of merge codes supported:
Once the values are merged, the system check to see if the result starts with an equal = sign, and if so, the system will run the expression through a calculator. This calculator supports the standard mathematical operations, for example:
Will take the value from the cost field and subtract the value of the expense field and return the result.
There is an extra step done for fields that are dates, where the system checks to see if the results starts with a plus + or minus - sign and if so, the system will do a date calculation, for example:
Will compute the date as three days from today.
Also, for conditions fields, the system will check the result to see if it the word True or False, and if it is not, it will see if the result can be converted to a numberand return true if the value is not zero. This allows for loop conditions where a the system will loop until a counter reaches zero.
Note that the calculator mentioned above also supports comparison operators = != > >= < <=.
The environment is a storage area defined for each instance of a running workflow. Values stored in the environment can be used in any setting for each activity. For example:
Using the SetFields activity, you can set the message environment value to "Hello there"
Using [#message] in the Note setting for the Task - Create TTD will make the note the string "Hello there"
Any variable used before a value is defined, will be treated as an empty string.