Anatomy of a Workflow Activity

ZFlow workflow activities are pretty flexible and configurable, giving extensive control over how a workflow activity is completed. The following are the different configurations of a workflow activity

 

Performers

You can select the roles that will perform the activity. Multiple roles can be chosen. These roles will be translated into actual users who can perform the activity.

 

Variable Performer

It is also possible to configure a field (should be the email of a user in the system) in the workflow form to be a performer of the activity using the Variable Performer option.

 

Completed Condition

When performers are assigned to an activity, there is potential for multiple roles, and multiple people can perform each role. In such scenarios, the Completed Condition setting can be used to define when the Activity is completed.

  • Any Performer – The activity is completed when any one of the activity performers completes the activity
  • All Performers – The activity is completed when all the activity performers complete the activity
  • One Performer Per Role – Activity is completed when any one performer for each selected role completes the activity
  • Process Admin – Activity is completed when a user with Process Admin role completes the activity
  • Auto – Activity is completed by the System automatically (select this option for automated activities)

 

Possible Results

An activity can have one or more possible results. These results show up as buttons when performers complete the activity. An important aspect of the Possible Result definition is the transition. Transition defines the activity that the workflow will move to when a particular result is selected. Transitions allow the design of intricate workflow paths based on business requirements.

 

Add a Result

Many of the activities come with default results (Approved/Rejected for Approval Activity in the above example) and transitions. You can add additional possible results to create more workflow paths by selecting Add Result and configuring the Possible Result and Transition.

 

Removing an existing Possible Result

You can remove an existing Possible Result by clearing the Result and Saving the Activity config as shown below.

 

Timeout

The timeout configuration of an activity determines what happens if it is not completed within the specified time limit.

 

Pre-processing

Pre-processing can be used to send email notifications to activity performers. You can also configure the email subject and email body of the pre-notification that is sent to activity performers.

 

Post-processing

Post-processing can be used to send email notifications to workflow participants and others after the activity is completed.

 

Conditions

Conditions allow you to define condition(s) for an activity so that the activity is executed in the workflow only when the condition rule(s) are met.

 

Set Values

You can also set values to workflow form fields when activities are completed.

 

Read/Update/Required Attributes

You can configure which fields are visible, editable, and required for the activity using the Read/Update/Required Attributes configuration.