Key Elements of the Workflow Designer
Before start building a workflow, let’s understand the key elements that form its structure.
The Workflow Designer allows you to build automated processes using a visual, drag-and-drop interface. You can define how a workflow starts, what steps it follows, and how tasks move based on conditions or inputs.
The designer includes the following elements to help you structure your workflow:
- Nodes: Nodes are the building blocks of workflow. The available node types include:
- Start Node: Every workflow begins with a Start node. This is the first and mandatory element in every workflow. It marks the entry point and sets the stage for the steps that follow.
- Task Node: Represents a task that must be completed by an individual or group. You can create and assign a custom form to this node for data collection. Tasks can also include due dates, instructions, and assignment settings.
- Decision Node: Allows the workflow to branch based on logic and variable values.
- End Node: Marks the completion of a workflow path.
- Connectors: Arrows that define the logical flow or transitions between nodes.
- Forms: Customizable input forms that are associated with task nodes. Forms allow users to submit required data as part of the workflow.
- Unique Identifier: A value captured at the start of the workflow to help distinguish individual workflow instances.
- Workflow Variables: Data values used to store, pass, and reference information across different steps in the workflow.
