Create your first workflow

In this tutorial you will learn what is and how you to create Workflow.

In this app you will create a request, send it and accept or reject it. For the purpose of simplifying it all of the actions will be done by te same person.

 1.Structure

In workflow you can use two types of elements: states and actions.

Create new states in the left corner of the workflow tab.Add actions by clicking a small arrow on a state and dragging it to another state.

 Change states and actions names by clicking on them and editing the 'name' field in 'options' tab.

1.a

States that you need to create:

-new request

-approval

-accepted

-rejected

Screen_Shot_09-17-18_at_09.15_AM.PNG

1.b

Then add actions:

-create a request

-send

-accept

-reject

 1.c

Here is the scheme of our app's workflow:

Screen_Shot_09-13-18_at_04.03_PM.PNG

 

2.Adding actionsteps on enter/ on leave of state

On enter and on leave of state you can add different actionsteps. One example of an actionstep is: "add editors".

To be able to accept or reject a request you need to add yourself as an editor. Here's how to do it:

 2.a Click on a state

2.b add an actionstep and choose 'add editors' or 'set editors' from the list

2.c write your email address there

Screen_Shot_09-13-18_at_04.52_PM.PNGScreen_Shot_09-13-18_at_04.53_PM.PNG

*You can also add actionsteps in actions.*

In this particular app you will need to add yourself as an editor in action 'create a request' and in 'send' action.

 

3.Final steps

3.a set yourself as the app creator

3.b add 'workflow actions' widget

Screen_Shot_09-13-18_at_04.12_PM.PNGScreen_Shot_09-13-18_at_04.13_PM.PNG

 

4.Running the app

Save your app and see how it works.

4.a

After running the app you can do the first action:

Screen_Shot_09-13-18_at_04.31_PM.PNG

Click the button.

4.b

Now this will appear on your work board:

Screen_Shot_09-13-18_at_04.31_PM_001.PNG

when you click on it you will be able to proceed with the next action:

Screen_Shot_09-13-18_at_04.32_PM.PNG

Continue till the end.

Congratulations! You created your first workflow!

 

 

 

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