Workflows Setup

This demo shows how to create and configure an end to end workflow template to use it within projects to create documents, check invoices or batches.

Steps

1. Open Select version screen for Doc WF workflow — Navigate from the workflow editor to the Select version view, where a vertical document workflow visualization appears alongside actions Validate, Unpublish, New version, Publish, and a Close button.
2. Confirm complete Doc WF workflow and controls — Verify that the entire vertical list of steps for Doc WF appears along with the main actions Validate, Publish, New version, and Close at the top and bottom.
3. Configure Data Exchange step with upload and email — Use the Create workflow step panel to set up the Data Exchange step to upload a final document and configure associated email settings.
4. Close context menu while keeping flow centered — Dismiss the context menu again so that the start, intermediate, and end steps of the workflow remain clearly visible in the center of the editor.
5. Name Business Rule step Convert an eail document — Type Convert an eail document to invoice into the Business Rule step name field to describe the conversion rule configuration.
6. Close step context menu to keep focus center — Dismiss the context menu so the vertical sequence of workflow steps remains visible in the central portion of the Doc WF editor for further actions.
7. Return to Create workflow step with actions — Exit the Create Action panel so the Create workflow step side panel reappears, now showing the configured step details and a Create button.
8. Review Create Action panel over dimmed canvas — Focus on the Create Action side panel fields and dropdowns while the underlying workflow diagram remains dimmed in the background.
9. Confirm configured Review Document step fields — Verify that the Create workflow step panel is populated for a Review Document step and ensure the relevant workflow properties are filled.
10. Open Doc WF workflow editor from list row — Navigate from the Doc WF row in the templates table into the workflow editor canvas, where Start, Task, and End nodes appear with a task context menu.
11. Verify new Doc WF template in list table — Look at the Workflow templates table and confirm that entries such as Document and Doc WF appear with a search bar and row actions.
12. Toggle Default workflow checkbox in panel — Click the Default workflow checkbox within the New workflow template form to prepare marking this template as the default option.
13. Open New workflow template side panel — Click the control that triggers New workflow template so a dimmed background appears and the creation panel slides in from the right.

Workflows Setup