Different workflow tasks
Manual tasks
✔️ Task: a simple tracking task with statuses To Do, Completed, or Rejected
🔲 Form: task for collecting information (text, single or multiple choice, etc.)
📑 Action plan: Task allowing the owner to assign collaborators specific sub-tasks within each workflow
✒️Signature: task for signing the draft revision of a document linked to the workflow
Automated tasks
✅ Validation: automatic change of revision status from draft to validated, change of previous revision to obsolete
📨 Distribution: automatic notification to one or more user list, as defined in Administration
Workflow structure
🔀 Decision: based on information entered in a form, set conditions to guide processes
⏸️ Parallel block: tasks can be parallelized on the same condition.
Create a workflow from a template in a document's detail pane
To create a workflow directly associated with the revision of a document or a part:
Go to the Detail tab of the document or part
Open the Workflow section of the object
Click New workflow and select a model
Click on any task to edit it – you can change the assignee(s) and due date of each task
Once all prerequisites are met, the workflow’s creation task becomes active
Create a workflow from a model on the home page
Workflows can be created from the home page. In the case of a template with a Document or Part object, it must be associated with the corresponding Object in Aletiq.
