Workflow
A workflow is a widget inside an application, where you can string together forms and dashboards in steps. This allows you to define a specific workflow a user has to follow, in order to achieve the desired result.
Location
To create a new workflow, go into the app in which you want to add your workflow, then create a new page (button 1), and finally select the Workflow option (button 2).
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Usage
The workflow widget is made of two parts:
- The steps bar: it allows you to create new steps, switch from one step to another, and reorder them.
- The content view: it shows the content of the step selected. It can be a form or a dashboard. The screenshot bellow show the content view for the "New step" action, so as to create a new form or dashboard step.
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Features description
| Add a step | This button allow you to add a new step to your workflow. |
| Ordering steps | You can reorder the steps by drag and drop in the steps bar. |
| Remove step | You can remove a step by clicking the "Delete step" button on a step in the steps bar. |
| Step personalisation | A step can be a form or a dashboard, and is named after the form or the dashboard you selected. |
Related links
- More info on Forms: see the documentation
- More info on Dashboards: see the documentation