Design workflows with workflow designer
37 articles
- Overview of the workflow designerWorkflow designer automates tasks with a drag-and-drop interface, including triggers, actions, and flow connectors to streamline processes.
- Start ActionYeeflow's "Start Action" initiates workflows, enabling submission configurations and email notifications.
- Assignment Task ActionYeeflow's Assignment Task Action facilitates task assignment with customizable notifications, due dates, and assignee options.
- Add assignee with Assignee EditorEfficiently manage task assignments in Yeeflow using the Assignee Editor, with tips for role-based workflows and individual user selection.
- Claim Task ActionYeeflow's Claim Task Action lets users voluntarily claim tasks from a group pool, enhancing task distribution and flexibility.
- Send Email ActionYeeflow's Send Email Action customizes emails in workflows with dynamic content for various scenarios.
- Set Variable ActionYeeflow's Set Variable Action configures workflow variables with static or dynamic values for customized process flows.
- Set Data List ActionYeeflow's Set Data List Action modifies records in data lists within workflows, streamlining data management.
- Document Recognition ActionLearn how to configure Yeeflow’s Document Recognition action to extract data from PDFs, images, and forms using Azure AI.
- Inclusive Gateway ActionInclusive Gateway directs workflow to multiple paths, awaiting all inputs before proceeding, allowing conditional or parallel flows.
- Query Data ActionLearn how to use the Query Data action in Yeeflow to get data from a data source, such as a data list, data report, form report etc.
- Start workflow ActionInitiate seamless workflow transitions with Yeeflow's Start Workflow action, enabling dynamic process integration and automation.
- Delay ActionYeeflow’s Delay action allows workflows to pause execution for a specified period of time, until a specific date, or until a defined condition is met—making it ideal for scheduling follow-ups…
- End with Rejection ActionUtilize the End with Rejection workflow action to return the approval request to the requester for modification and resubmission.
- End ActionYeeflow's "End Action" concludes workflows, offering email notifications to mark completion with customizable content.
- HTTP Request ActionYeeflow's HTTP Request Action integrates with external systems, allowing customizable web requests and handling responses for workflow use.
- Adobe Sign actionYeeflow's Adobe Sign Action integrates e-signature requests into workflows, allowing document signing with configurable recipient settings.
- Signal Event ActionSignal Event Action allows workflow updates like task modifications and integrates with various actions for dynamic process adjustments.
- Generate document actionAutomatically populate a template with data filled out in a form or process variables, generating a Word or PDF document.
- How to create a word templateHow to create Word templates available in the Generate Document action
- How to save sub list values to word templateSetting up a Word template with a repeating table for sub lists.
- How to save workflow variables to word templateUsing workflow variables, you can automatically insert data into a pre-designed word template.
- Convert to PDF ActionUsing Yeeflow's Convert to PDF action ensures consistent, secure, and efficient document management in workflows.
- Add Watermark ActionAdd text or image watermarks to files, with customizable positioning and repetition for branding or security.
- DocuSign ActionConfiguring Yeeflow's DocuSign action to automate document signing, track signatures, and manage outputs efficiently within workflows.
- Set Data List – Add Files to a Specific Folder in Document LibraryLearn how to use the Set Data List action to upload files into specific or dynamically created folders within a document library.
- Approval Logs in Generate Document ActionAutomatically include approval history in documents generated by workflows, enhancing traceability and internal recordkeeping.
- Set Data List – Update Files in a Specific Folder in Document LibraryUse Set Data List with Execute Type: Update to update files in a specific folder in a document library based on folder path and file type.
- Set Data List – Delete Files from a Specific Folder in Document LibraryUse Set Data List with Execute Type: Delete to delete files, folders, or both from a specific folder in a document library.
- Query Data – Filter by Folder Path in Document LibraryLearn how to use Query Data with Path filters to query files or folders in a specific folder of a document library.
- Connector ActionConnector action merges multiple branches and proceeds when any one of them is completed.
- Loop ActionUse the Loop Action in Yeeflow workflow automation to iterate through list items, repeat actions multiple times, and apply Loop Break for efficient process control.
- NFC reader Action stepUse the NFC Reader action step to scan NFC tags, capture their values into variables, and enable automated workflows such as inventory check-in, employee attendance, or asset tracking.
- Barcode scan Action stepUse the Barcode scan action to capture barcodes or QR codes and save the results to workflow variables for efficient automation.
- Respond to AI Action(Workflow)Learn how to use the Respond to AI action to return workflow results to AI at any stage, enabling faster and more flexible AI interactions.
- AI Assistant action(Workflow Action)This article explains how to configure the AI Assistant (Workflow Action) in Yeeflow. It provides a step-by-step guide to each Event type and its settings, helping you apply AI capabilities…
- PandaDoc ActionConfiguring Yeeflow’s PandaDoc action to automate document signing, track signature status, and manage signed outputs directly within workflows.