Adding Workflow to a SmartApp allows you to digitize your business process. The Workflow designer allows you to Drag and Drop required activities which are available in the right panel of the Workflow designer. Using these activities you can define the process, participants, and required transitions for each of the stages which are already created in the Stages section in the App Designer.



From the App Studio, you must either open an existing SmartApp in the App Designer, or create a new SmartApp to begin configuring workflow.


 


 

Once the App Designer is open, select the Workflow tab to navigate to the Workflow Designer area.




Workflow Activities


After navigating to the Workflow Designer area, you will see the available workflow activities shown in the right panel. The workflow activities are grouped into three categories:


  • Non User Activities: These are supporting activities which helps the user while defining the process in a workflow. In the Non User Activities section we have following activities.



  • User Activities: These are the activities where we will assign roles to perform various actions in the workflow process.


  • Work Planner Activities: These are activities that utilize Planner Mode functionality for scheduling work, performing work, verifying work, creating scheduling impacts, and setting the percent complete. Work Planner Activities require a Schedule Work field to be added to the Layout of the SmartApp. For more information about building a workflow that uses these activities, click here.



How to?

How to Add Fields to Your SmartApp

How to Edit an App

How To Add Roles To Your App From The Designer 

How To Add Stages To Your App 

How To Add Stage/Role Security To Your App 



Last Updated: Dec-16-20