Getting started with Workflows

The aim of this guide is to provide you with a general introduction to workflows, ranging from simple workflows through to more complex processes. There is also context specific help available within the editors within 12d Synergy. 1. What is a Wo...

A workflow is made up of several different pieces. But primarily there are the following two main components. States  - state of the workflow, such as Started , In Progress, In Review, Completed Transitions  - how to move from one ...

Now that we know a workflow is just a list attribute, it’s very easy to set up. It’s important to know that things like Activities, Conditions and Data Capture are all optional. It is recommended you get used to workflows before you go too advanced....

1. Active Reporting 1.1. Active Workflows Any workflows that are assigned to you will automatically appear in your "Active Items" window, under the Workflows tab. You can use this to quickly transition the workflow, or simply jump to the item i...

1.1. Activities Activities are the actions you want to perform when transitioning from one state to another. Activities can be composed as building blocks, with one step following another. However, you must remember that Workflows are general – the...

In this section, we are going to look at converting the simple workflow from the section above into something a bit more advanced, with some activities and data capture. This will look at assigning the workflow at the appropriate times, prompting fo...

Workflows can be as simple or as complex as you need them to be. General recommendations are:  Test workflows in a sample job first before making them system or template wide Build them iteratively Build transitions between all states until...