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Workflow

What is workflow?

Workflow is a mechanism for managing states and tasks in various component scripts on the platform. It allows you to organize the sequential execution of tasks, maintaining states and providing the ability to restart in case of failure.

How do I create a workflow?

  1. Open Toolbox: Open the Toolbox menu in the components window and go to the Flows tab.
  2. Add Workflow: Click on the Workflow icon and drag it to the workspace. A new workflow will appear to be configured.

Using Visual builder of Workflow, you can configure a workflow script:

  • Adding Stages and Steps: The editor allows you to add Stages and Steps that form the workflow logic.
  • Sequence Configuring: Scripts are run from top to bottom and left to right, allowing you to create a consistent flow of tasks.

Workflow Parameters

  • Workflow name: The name used to identify the workflow in the component.
  • Restrict Access: When set to "Yes", creates a security context for workflow.

Editing Workflow Stages and Steps

  • Add Stages: Using the "+" button, you can add new stages.
  • Delete Stages: The "X" button allows you to delete unnecessary stages.
  • Edit Stages: Only the stage name can be changed.
  • Add and Delete Steps: Steps can be added and removed within stages, defining specific workflow actions.

Notifications Group

Components for sending notifications and confirmations:

Integrations Group

Components for integrating with other systems:

Common Group

Common workflow operations:

Conditions Group

Conditional logic and branching: