As Yeeflow admin, when creating or editing a workflow, you need to configure it in workflow designer. You can access the workflow designer by the guide when creating new workflows, or access through Workflow Settings > Workflow Definition.
In Workflow Definition, click the icon with three dots behind your workflow, then click Open in Designer.
In the workflow designer, on the left is the control panel for your workflow configuration, and on the top right corner contains workflow tracking ID editor, variable editor, page editor and publish button etc.
We will create an easy workflow to give an example.
Step1. Drag and drop workflow controls
Left click Start on the control panel, drag it to the appropriate position of the blank panel. Then use the same way to drag several Assignment Task and End.
Step2. Connect workflow controls with lines
Now we need connect these task controls together. Left click the Start icon you dragged, there will be some buttons below. Left click the line icon and hold on to the left mouse button, then drag the line to the next task.
Step3. Setup conditions for connection lines
The lines not only help build connections for these task controls, but also appoint the running directions of the business process. You can configure specific running conditions for each connection line. It points to the next task control by default without configurations. But if a task has two or more connection lines, then you must configure the running conditions for them.
To do this, put the mouse on the connection lines, then click the setting button on the line.
Click Condition Editor on the settings window.
Click Add Condition and then configure it.
For example: In the demo workflow below, if the manager approves the request, the task will be assigned to Procurement Team; if the manager rejects the request, the workflow will be ended with rejection.
For line 1, we set the condition as below:
For line 2, we set the condition as below:
If you want to delete a connection line, click the deletion button on the line.
If you want to delete a task, click the delete icon of it.
Step4. Configure workflow controls
After connecting all the task controls together, we need to complete some configurations for the controls. Such as set task title, assign approval roles, associate a form, configure email notifications etc.
Left click a task control then click the setting icon, there will be a task setting window on the right.
Step5. Design workflow forms
After completing the workflow configuration (except Page assignment), you can now start design forms.
The entrance of the form designer is on the top right corner of the workflow designer.
For details about how to design forms, please refer to: Design your workflow forms.
You need to create two forms at least in one workflow, one is the request from, one is the task form.
Step6. Assign forms to the workflow
After creating all the forms, go back to the workflow designer, in the task setting panel, assign the request form for the start node and assign the task form for each task node.
Step7. Deploy your workflow
After completing all the configurations, you can now publish the workflow. Click the deploy icon on the top right corner.
On the popup window, click OK to deploy the workflow.
If you want to change the rule of workflow ID, click the rules icon.
In the editor, configure your rules for the workflow.