💡 A workflow template is a preconfigured template that allows you to quickly create workflows without having to recreate the steps each time.
👤+🔒 As a reminder, only users with an Aletiq administrator licence can create or modify these templates.
Creating a workflow model
In Aletiq, it is possible to automate the validation circuits for document and file revisions—this is referred to as a workflow object. Selecting an object automatically links the document or file revision to the workflow and the tasks that comprise it.
To create a template, specify the name of the template and the type of object to which the workflows will be associated, and set the name that will be automatically assigned to workflows launched from this template:
Example 1: document approval workflow
Creating a simple task and then a signature
Click on + to create the first task: a list will appear
Select the desired task type
Then open the task to add one or more task managers, a deadline and a manager
Close the window
Revision validation and distribution
Add a Validation task to automate the management of the object's revision status:
change from draft to validated
switch the previous revision to obsolete
Add a Distribution task, select one or more distribution lists and users
Manage rejections
Click on If rejected, then drag and drop to direct the workflow to a specific task
The user specifies the nature of the rejection in a dedicated field and the workflow creator is notified
Example 2: Document validation with impact analysis
Create a form
For an impact analysis, forms can be created to collect various types of information: text, single or multiple choice, date, user, number, etc.
Setting up conditional branches
It is possible to create conditional branches to trigger different workflows based on the data entered in a form.
Parallelise tasks
Use the Parallel Block feature to run tasks in parallel.
Make the model accessible to manager users
Validating the workflow model makes it usable for creating workflows.
Managing model applicability
With an Administrator licence, you can revert a model to draft status to modify it (it will then be temporarily unavailable), mark it as obsolete, duplicate it to start from an existing base, or delete it permanently. 👇
Please note that only validated models can be selected by other users to start workflows.
Access workflow models
The site's workflow models can be accessed on the Models page:
