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In noKodr, a Workflow functions as a process builder for your application, enabling you to design and implement business automation according to your specific needs.
Workflows allow you to construct complex automation sequences by connecting various actions in a specific order or in sequence.
A Workflow can contain multiple actions, such as
Push,Pop,Toaster,Show Spinner, There are different workflow actions specified in different categories such asLogic,Communication,Data,UIand others.
Workflow Actions
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Workflow Actions are sub-grouped under the following categories:
Communication Actions
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Communication Action
Description
Reference
Notify
It is used to alert users or relevant stakeholders about specific events, updates, or tasks within the process.
These notifications can be delivered through various channels such as email, SMS, in-app messages, or push notifications.
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For example: A workflow management system might notify team members when a new task is assigned or when a deadline is approaching. |
Bulk Notify
It is useful for informing a large group of recipients about the same event or update.
Instead of sending individual notifications to each recipient, bulk notifications allow you to send a single message to multiple recipients simultaneously.
API
It is essential in workflows, enabling different software systems or services to communicate with each other.
In workflow automation, APIs facilitate the integration of various tools, platforms, or applications, allowing them to exchange data and trigger actions seamlessly.
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Categories | Description | Reference |
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Logic | This category includes actions that follow set of rules and steps. | |
Communication | This category includes actions for seamless communication with both internal and external systems, enabling notify to users and integration. It ensures efficient interaction between Salesforce and other platforms. | |
Data | This category provides offers actions for performing to perform CRUD (Create, Read, Update, Delete) operations on Salesforce objects. It enables efficient data management and manipulation within the system. | |
Layout | This category includes actions for managing layouts, such as handling events and displaying screens(Modal). infoNote: In noKodr, a Modal is termed as a screen. | |
Workflow | This category allows for the inclusion of another workflow as a sub-flow within the current workflow. | |
UI | UI-specific actions, such as displaying a message, spinner, or prompt, are included in this category. |
Logic Actions
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Logic Action
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Description
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Reference
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Assignment
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It consists of the basic operation of assigning a value to a variable. For example, x = 10 assigns the value 10 to the variable x.
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Decision
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It consists of conditional statements that allow the program to execute different blocks of code based on whether a specific condition is true or false. Examples include if, else if, and else statements.
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Switch
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It offers an alternative way to handle multiple branching scenarios. It tests a variable for equality against a list of values and executes a corresponding block of code based on the matching value.
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Loop
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It is used to repeat a workflow multiple times until a specified condition is met. Common types of loops include for, while, and do-while loops.
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Validate
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It involves checking whether data meets certain requirements or constraints, such as correct data type, length, format, or range.
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Logs
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It involves recording events, messages, or data during program execution. Logs are valuable for debugging, monitoring, and analyzing software behavior.
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Filter
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It involves selecting a subset of items from a larger set based on specific criteria or conditions, such as filtering a list of numbers to include only even numbers.
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Map
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It transforms each element of a collection based on a Key value. It applies the function to each element and generates a new collection with the transformed values.
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Code
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It refers to the instructions written in a programming language that define the behavior of a software application.
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Consume License
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It refers to the process of using or activating a software license to gain access to a specific software product or service.
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Check License
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It typically involves verifying whether a user or system is authorized to access or use a software product. This may involve validating license keys, checking subscription status, or verifying user permissions.
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Rest API
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In workflows, REST APIs can be used to access and manipulate data stored on remote servers or cloud services.
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For example: A workflow might use a REST API to retrieve weather information from a third-party service, fetch data from a social media platform, or perform operations on a cloud-based storage system. |
Data Actions
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Data Action
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Description
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Reference
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Query Records
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It retrieves specific data records from a database or data source based on predefined criteria or conditions.
In workflows, this action is used to gather information for further processing or analysis.
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For example: In a marketing campaign workflow, you might query customer records to identify those who have shown interest in a specific product category but haven’t made a purchase, enabling targeted follow-up actions. |
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Create Records
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It involves adding new data entries to a database or data repository.
In workflows, this is typically used to capture and store information generated during the process execution. For instance,
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For example: In a job application workflow, new applicant profiles could be created and added to the HR database when individuals submit their resumes online. |
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Update Records
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It involves modifying existing data entries in a database or data source.
In workflows, this action is often used to reflect changes or updates to information over time.
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For example: In a customer support workflow, you might update a support ticket's status and notes as the issue is resolved and additional details are logged. |
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Delete Records
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It involves removing data entries from a database or data repository.
In workflows, this action is used to eliminate outdated, redundant, or unnecessary information.
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For example: In a subscription management workflow, expired subscriptions could be deleted from the database to keep the records up-to-date and accurate. |
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Layout Actions
Action
Description
Reference
Emit Event
It facilitates communication between two layouts or workflows by emitting events from the source layout.
This action is triggered by events such as a button click or any other user interaction.
To use this feature, events must be created on the layouts.
Through the
Emit Event, you can pass output parameters to other layouts or workflows.
Subscribe Event
It is used to listen to an event emitted by a source layout or workflow, enabling communication between them.
To subscribe to an event, you need to select the relevant layout and event.
You can also assign a workflow that will fire or emit the event.
Through the
Subscribe Event, you can capture input parameters passed from the emitting event.
Push Modal
The
Push Modalaction opens a modal container within the application layout.This modal can contain various fields and is typically used for creating new records.
The modal is created on the application layout and can be customized according to the application's requirements.
Push Modal and Wait
The
Push Modal and Waitaction is used to open a layout in a modal (pop-up) to perform actions such as creating or updating a record or viewing details.This action pauses the workflow's next steps until the modal is closed (via
Pop Modal).The modal can be configured with different sizes, padding, and headers, and parameters can be passed through input fields.
Pop Modal
The
Pop Modalaction is used to close a modal and return to the previous layout after saving or canceling a record.This action is commonly used after operations like form submission or canceling an edit.
Redirect
The
Redirectaction allows users to be redirected to another layout within the application or to any external URL.This action can be configured within a workflow to navigate users based on certain conditions or events.
Un Subscribe Event
The
Unsubscribe Eventaction is used to stop listening to a particular event.This action effectively halts any further communication or responses triggered by the previously subscribed event.
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Workflow Action
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Description
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Reference
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Workflow
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It basically allows to use workflow created earlier to use as a sub-flow, same like salesforce sub-flows.
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UI |
Description
Reference
Toaster
The toaster message usually appears as a pop-up in a corner of the screen and disappears automatically after a short period.
Show Spinner
It displays a loading spinner or indicator on the screen to inform the user that a process is ongoing.
This action is commonly used during data retrieval, form submission, or other operations that may take some time to complete, signaling to the user that they should wait.
Hide Spinner
It removes the loading spinner or indicator from the screen, signaling that the ongoing process has completed.
This action is typically paired with the
Show Spinneraction to create a smooth user experience during loading operations.
Prompt
It displays a dialog box that requests input or confirmation from the user.
This action can be used to ask for user consent, confirm a decision, or collect specific information before proceeding with a workflow or action.
Component Action
It allows you to trigger specific behaviors or functions within a component.
These actions are typically used to interact with or manipulate UI components, such as buttons, forms, or custom widgets, within a layout or workflow.
They enable dynamic and interactive experiences within the application by responding to user input or other triggers.
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This category provides actions to manage UI elements, such as displaying error/success messages, spinners, or prompts directly within the user interface. |
Workflow Creation
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Workflow Creation Field | Description | ||||||
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Label | A user-friendly name for the workflow, used for easy identification within the application. | ||||||
Name | The unique identifier for the workflow, typically used in code or within merge textaction. | ||||||
Type | Basically there are two types of workflows in noKodr:
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Error Message | It allows to provide error message comprehensible as per business need. Note: This field is only visible in case of Validation type of workflows. |
Quick Overview of the Workflow Designer
The Workflow Designer within the noKodr application empowers users to build and customize automated workflows with ease.
The Workflow Designer features a flexible canvas where you can visually design workflows by dragging and dropping actions, conditions, and events.
By configuring various parameters and linking actions, you can create powerful workflows that automate business processes directly within the UI.
These workflows enhance your application's functionality by streamlining operations and improving user interactions.
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Actions
Canvas
Workflow Elements
Navigation Bar
Zoom & Expand Controls
Workflow Essentials Creation
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Actions | It contains multiple actions , such as
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Canvas | It is the space where user can design workflows. | |||||
Workflow Elements | These are the workflow elements used to create a workflow. Panel | | ||||
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Navigation Bar | It is user interface element that provides a set of links or buttons to help users navigate through different sections of workflow, to track and save progress. | |||||
Zoom & Expand Controls | It allow users to zoom in, zoom out, or expand a view of workflow. | |||||
Workflow Essentials Creation | It allows to create workflow essentials namely variable, model, event as well as another workflow in runtime as per business need.
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