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
Complete the tasks below, before moving to the next chapter.
Task 1: Create a Workflow
Select from the PhixFlow home page
Workflow- Click Add New
- On the Create Workflow window that appears, enter the name,
Customer Approval,
and select Create
Task 2: Add Nodes
On the workflow, click and drag the node from the toolbar onto the canvas Analysis
On the window: Create Analysis Model
Name:
Collect Companies
Press Create Analysis Model
Task 3: Add and Change Swim Lanes
- Right-click on the Swim Lane on the left of the screen, and choose Edit
- On the , in the Basic Settings, change the Label to: Properties
Web
- your changes Apply and Close
- Right-click on the Swim Lane, Web, and choose Add lane after
- On the , in the Basic Settings, change the Label to: Properties
Sales
- your changes Apply and Close
Task 4: Rename Nodes
- Add a Screen node for the screen you created in 3. Screens Fundamentals, by clicking Screen on the toolbar
- The list of screens in your application appear in the Repository
- Click and drag the Companies List screen onto the canvas
- In the node , change the Name to: Properties
View Companies List
- Apply and Close
Task 5: Connect Nodes
- Hover over the Collect Companies node and select the icon
- Then click on the View Companies List node to connect the two nodes together
- From the toolbar, click and drag an node onto the canvas Actionflow
- On the window: Create Actionflow
- Name:
Open Companies Form
- Actionflow: select the
- Name the Actionflow:
Open Companies Form
- Click Confirm
button - Name the Actionflow:
- Click Create Actionflow
- Name:
- Connect the nodes by hovering over the View Companies List node and selecting the icon, then click on the Open Companies Form node
Task 6: Screen Creation
- Create another screen for editing a company by clicking and dragging a
- Name:
Companies Form
- Press Create Screen
Screen node from the toolbar onto the canvas - Name:
- Connect this screen to the Actionflow by hovering over the node and selecting the icon, then click on the Companies Form node Open Companies Form
- Double-click on the Companies Form nodeand select Yes to the Confirm message
- On the Create Screen wizard, set the following:
- Name:
Companies Form
- Open Maximised: toggle off
- All Users can View Data: toggle on
- Template:
Edit Form
- Press Create Screen
- Name:
Task 7: Unconnected Actions
- Click back onto the Customer Approval Workflow tab
- Double click the View Companies List node
- The for the screen will open on the right Properties
- Click the tab Actions
- In the Unconnected Actions section, click and drag the Open Companies Form action onto the Edit button on the screen
Task 8: Actionflow Creation
- Click back onto the Customer Approval Workflow tab
- Double-click the Open Companies Form node to open the Actionflow
- On the Actionflow, under Connections, select Click to Connect
- Choose , then press Connect Input On Click
- Click and drag the input onto the Open Screen (Companies Form) node
Task 9: Add Embedded Workflows
- Click back onto the Customer Approval Workflow tab
- From the toolbar, click and drag a Workflow node onto the canvas
- On the window: Create Workflow
- Name:
Onboarding Workflow
- Press Create Workflow
- Name:
- From the toolbar, click and drag an node onto the canvas Actionflow
- On the window: Create Actionflow
- Name:
Submit
- Actionflow: select
- Name:
Submit
- Click Confirm
- Name:
- Click Create Actionflow
- Name:
- From the toolbar, click and drag an node onto the canvas Actionflow
- On the window: Create Actionflow
- Name:
Save
- Actionflow: select
- Name:
Save
- Click Confirm
- Name:
- Click Create Actionflow
- Name:
- Hover over the node and select the icon, then click on the Save node Companies Form
- Repeat this to connect the node to the Submit node, and the Submit node to the Onboarding Workflow node Companies Form
Task 10: Add External Nodes
- On the toolbar, hover over External, then click and drag a Send Email node onto the canvas
- On the
- Name:
Email Accounts
- Press Create Action
Create Send Email window: - Name:
- Hover over the node and select the icon, then click on the Email Accounts node Submit
Task 11: Add Descriptions to Nodes
- Click on the Email Accounts node
- In the : Properties
- Description: Email Account Managers
- Press Apply
- Hover over the node on the canvas to see the description
Task 12: Add Labels to Connectors
- Select the connector between the Companies Form node and the Save node
- In the : Properties
- Label:
Save Details
- Label:
- Press Apply
- the model Save