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previous: Publish

How to: Workflow authoring - Next steps

  Step 1 : Summary
  Step 2 : Setting up
  Step 3 : Create workflow
  Step 4 : Add actions
  Step 5 : Configure YesNo question
  Step 6 : Configure mail
  Step 7 : Test
  Step 8 : Publish
  Step 9 : Next steps

How to go further from this simple example - (page 9 of 9)

Level: basic
Recommended reading: Defining content

We now have a published workflow which can be used by anyone in the firm. An export of the workflow can be downloaded from here.

Our next step is to make the workflow multi-user, allowing the line manager of the individual concerned responsible for signing off holiday.

Then we will look at making a split workflow, allowing both HR and the line manager concurrent signoff on the holiday. Finally we will add escalation to ensure that the workflow finishes in timely fashion.

It is also worth reading about the actions which can be used in a workflow.




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