Configuring actions, phases, and operations

You can use the Add (+) option on the bottom-right of the flow-chart section to add Actions to the Phase, Phases to Operation Templates, and Operation Templates to Workflow Routings.

Elements (start, end, actions, phases or operations) can be dragged from the list and dropped onto the main screen. Configuration for the element can be done on the bottom-right of the screen once the entity is selected. The fields to be configured vary depending on the entity, each entity has at least one value that can be configured.

You must configure the name of the action phase / operation template within the phase / operation template / routing. The name must be unique.

All levels of the Workflow must have a Start and End element, with the other actions configured between them. The Start element is always first and the End element is always last. Start and End elements do not require further configuration once dragged into the layout.

You can use the Delete icon on the bottom-right of the flow-chart to delete entities that are not required. This option displays when the entity is selected in the flow-chart.

You can use the Save option at the bottom-right of the screen once the entities are configured to save the data.