Creating Workflows

Overview

PhixFlow Workflows model the steps of a business process from end to end, showing the actual components of your application that performs each activity. They visually depict a detailed sequence of business activities and information flows needed to complete your business process. Workflows provide a live document outlining the structure of your application. It provides direct access to each item that makes up your application such as screens and other workflows.

An application can have multiple Workflows, each of which can be divided into sections called Swimlanes. The latter allows for the separation of functions within your business process.

This is illustrated below in a customer onboarding workflow:

 

The Workflow Window Layout

Here is a simplified view of the Workflow window:

  1. The toolbar provides Workflow specific options, such as displaying the available screens. Click on a toolbar option to display available items in the repository or drag the option onto the canvas to create a new instance.
  2. The repository where available items will be listed and an item's properties will be displayed.
  3. The central part of the window is the canvas, where you create the workflow and add swim lanes.
    • To add a swimlane, right-click on the existing one and select either add new swimlane above or below.
    • Drag options from the toolbar onto the canvas to create new items. Then double click on them to create or configure them.
  4. The swimlanes used in the workflow diagram to visually distinguish responsibilities for sub-processes within a business process.