Workflows

Overview

  • 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.

  • There are different workflow actions specified in different categories such as Logic, Communication, Data, UI and others.

Workflow Actions

Workflow Actions are sub-grouped under the following categories:

Categories

Description

Reference

Categories

Description

Reference

Logic

This category includes actions that follow set of rules and steps.

Logic Actions

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.

Communication Actions

Data

This category offers actions to perform CRUD (Create, Read, Update, Delete) operations on Salesforce objects. It enables efficient data management and manipulation within the system.

Data Actions

Layout

This category includes actions for managing layouts, such as handling events and displaying screens(Modal).

Note: In noKodr, a Modal is termed as a screen.

Layout Actions

Workflow

This category allows for the inclusion of another workflow as a sub-flow within the current workflow.

Workflow Actions

UI

This category provides actions to manage UI elements, such as displaying error/success messages, spinners, or prompts directly within the user interface.

UI Actions

Workflow Creation

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Workflow Creation Screen

Workflow Creation Field

Description

Workflow Creation Field

Description

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 action.

Type

Basically there are two types of workflows in noKodr:

  1. Business Workflows:

  • Business Workflows include all actions mentioned above.

Reference: Workflow Actions

  • It is a sequence of automated steps designed to streamline and manage business processes efficiently.

  • These workflows are triggered by specific events or actions in after context, allowing you to automate routine tasks and ensure consistent execution across your application.

 

  1. Validation Workflows:

  • Validation workflows include only Logic, Data (only Query Records action) and Communication actions.

  • They basically work on output of earlier action in workflow as they are primarily used as sub-flows in business workflows.

  • These workflows are triggered by specific events or actions in before context.

Error Message

It allows to provide error message comprehensible as per business need.

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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Workflow Designer Sections
  1. Actions

  2. Canvas

  3. Workflow Elements

  4. Navigation Bar

  5. Zoom & Expand Controls

  6. Workflow Essentials Creation

Section

Description

Section

Description

Actions

It contains multiple actions to carry out multiple automation tasks. You can explore actions.

Canvas

It is the space where user can design workflows.

Workflow Elements

These are the workflow elements used to create a workflow.

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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