Introduction

Welcome to Workflow Fundamentals. In this chapter we will learn about all the key techniques and principles to create our first application workflow in PhixFlow that models the logic of our business processes.

Concepts

To find out more about the key concepts for Workflows in PhixFlow before you take the course below, or simply to refresh your memory, see Creating Workflows.

Video Demonstration 

Watch the video demonstration, then complete the task list below.

Fundamentals Tasks

Finish the tasks below to complete the Fundamentals course.

Task 1: Create a Workflow

1. Select 

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    from the PhixFlow home page

2. Click 

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3. On the Create Workflow window that appears:
   1. Name: Customer Approval
   2. Select Create

Task 2: Add Nodes

1. On the workflow, click and drag the

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    node from the toolbar onto the canvas

2. On the

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    window:

   1. Name: Collect Companies

   2. Press Create Analysis Model

Task 3: Add and Change Swim Lanes

1. Right-click on the Swim Lane on the left of the screen, and choose

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2. On the

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   , in the Basic Settings, change the Label to:
   1. Web

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       your changes
3. Right-click on the Swim Lane, Web, and choose

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4. On the

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   , in the Basic Settings, change the Label to:
   1. Sales

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       your changes

Task 4: Rename Nodes

1. Add a Screen node for the screen you created in 3. Screens Fundamentals, by clicking

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    on the toolbar 
2. The list of screens in your application appear in the 

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3. Click and drag the Companies List screen onto the canvas
4. In the node

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   , change the Name to:
   1. View Companies List

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Task 5: Connect Nodes

1. Hover over the

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    Collect Companies node and select the 

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    icon
2. Then click on the

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    View Companies List node to connect the two nodes together
3. From the toolbar, click and drag an

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    node onto the canvas
4. On the

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    window:
   1. Name: Open Companies Form
   2. Actionflow: select the

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       button
      1. Name the Actionflow: Open Companies Form
      2. Click Confirm
   3. Click Create Actionflow
5. Connect the nodes by hovering over the 

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    View Companies List node and selecting the 

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    icon, then click on the 

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    Open Companies Form node

Task 6: Screen Creation

1. Create another screen for editing a company by clicking and dragging a 

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    node from the toolbar onto the canvas
   1. Name: Companies Form
   2. Press Create Screen
2. Connect this screen to the Actionflow by hovering over the 

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    Open Companies Form node and selecting the 

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    icon, then click on the 

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    Companies Form node
3. Double-click on the 

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    Companies Form nodeand select Yes to the Confirm message
4. On the

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    Create Screen wizard, set the following:
   1. Name:Companies Form
   2. Open Maximised: toggle off 

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   3. All Users can View Data: toggle on 

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   4. Template:Edit Form
   5. Press Create Screen

Task 7: Unconnected Actions

1. Click back onto the Customer Approval Workflow tab
2. Double click the 

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    View Companies List node
3. The

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    for the screen will open on the right
4. Click the

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    tab
5. In the Unconnected Actions section, click and drag the Open Companies Form action onto the Edit button on the screen

Task 8: Actionflow Creation

1. Click back onto the Customer Approval Workflow tab
2. Double-click the 

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    Open Companies Form node to open the Actionflow
3. On the Actionflow, under Connections, select Click to Connect
4. Choose 

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   , then press Connect Input
5. Click and drag the 

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    onto the

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    Open Screen (Companies Form) node

Task 9: Add Embedded Workflows

1. Click back onto the Customer Approval Workflow tab
2. From the toolbar, click and drag a

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    node onto the canvas
3. On the

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    window:
   1. Name: Onboarding Workflow
   2. Press Create Workflow
4. From the toolbar, click and drag an

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    node onto the canvas
5. On the

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    window:
   1. Name: Submit
   2. Actionflow: select

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      1. Name: Submit
      2. Click Confirm
   3. Click Create Actionflow
6. From the toolbar, click and drag an

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    node onto the canvas
7. On the

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    window:
   1. Name: Save
   2. Actionflow: select

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      1. Name: Save
      2. Click Confirm
   3. Click Create Actionflow
8. Hover over the 

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    Companies Form node and select the 

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    icon, then click on the 

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    Save node
9. Repeat this to connect the 

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    Companies Form node to the 

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    Submit node, and the 

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    Submit node to the

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    Onboarding Workflow node

Task 10: Add External Nodes

1. On the toolbar, hover over

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   , then click and drag a

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    node onto the canvas
2. On the 

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    window:
   1. Name: Email Accounts
   2. Press Create Action
3. Hover over the 

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    Submit node and select the 

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    icon, then click on the 

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    Email Accounts node

Task 11: Add Descriptions to Nodes

1. Click on the 

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    Email Accounts node

1. In the

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   :
   1. Description: Email Account Managers
   2. Press

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2. Hover over the node on the canvas to see the description

Task 12: Add Labels to Connectors

1. Select the connector between the 

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    Companies Form node and the

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    Save node
2. In the

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   :
   1. Label: Save Details
   2. Press 

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    the model

Further Reading (Optional)

For more information on the topics covered in this chapter, see the below links.

• Creating Workflows
• Adding Content to Workflow Models
• Workflow Swimlane
• Workflow Model Elements

 Congratulations!

You have completed the Fundamentals course and have created a simple application. Feel free to play around with your application and add extra features, if you wish. Why not try Adding Grid Icons and Interactive Icons or try Adding a Navigation Menu Bar?

Next Steps

If you are interested in learning more about specific areas of PhixFlow, such as, screen building and data analysis, complete one of our full courses. Find these in the Learning Centre, along with other helpful resources and how-to articles.