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Process Designer workflows

A workflow is a collection of phases with transitions from one phase to another. Each phase represents the state of the workflow linked to a form for data capture. Transitions can connect phases in any manner such as creating parallel branches or loop backs to previous branches.

A workflow enables an implementer to graphically layout the entire lifecycle of a process or record without any programming knowledge. The end user of the workflow views the same graphical workflow to see the current phase and past transitions.

Before you create a new workflow, you must add rules and rule sets to the phases and transitions of your intended workflow.

Related topics

Workflow phases
Workflow transitions

Create a manual workflow transition
Create an automatic workflow transition
Create a default workflow transition
Add a phase