Workflows
Configure workflow and steps
A workflow consists of an orchestrated and repeatable pattern of activity, enabled by the systematic organization of resources into processes that transform materials, provide services, or process information.
A Laboratory Information Management System (LIMS) allows you to effectively manage the flow of samples and associated data to improve lab efficiency. A LIMS helps standardize workflows, tests, and procedures while providing accurate controls of the process. Instruments may be integrated into the LIMS to automate the collection of test data, ensuring they are properly calibrated and operated by trained staff only.
This documentation demonstrates how to create a workflow and add steps. As the name implies, this is a new feature and is different from the previously used Workflows widget (now referred to as Flowchart widget).
The list of workflows can be managed by clicking Settings on the side menu and then clicking Workflows.
You can search a workflow by typing a keyword into the search bar in the workflow list view, and then clicking Search. The search results can always be cleared by clicking the Clear button.
With the Filter function, you can limit the number of workflows displayed. You can do that by clicking Active workflows and then selecting a filter from the dropdown. Here are a list of filters:
- All workflows. Filter to display all workflows.
- Active workflows. Filter to display the workflows that is active.
- Archived workflows. Filter to display the workflows that is archived
The details of a workflow can be viewed by clicking its name.
A workflow typically has these columns:
- Sid - the id of the backup
- Name - name of the backup
- Description - the description of the backup
- Order - the order of the workflow
- Trigger - Workflow triggers are events that cause a workflow to execute.
- Actions - Actions are the functions that the workflow will execute.
Trigger is the condition to execute the workflow. The trigger is optional. The workflow will be executed automatically if trigger is provided. In the absence of a trigger, the workflow can be manually triggered.
- Events or schedule - Event or schedule to trigger the workflow.
- Record created, triggered by the creation of a record.
- Record updated, triggered when a record is updated.
- Interval schedule, triggered by an interval schedule.
- Crontab schedule, triggered by an crontab schedule.
- Record created
- Trigger table - The table of record that will trigger the workflow when a certain event occurs to it.
- Condition - The conditions that must be met before a workflow is executed. You can skip the conditions check by leaving it empty.
- Field - The fields/columns of the table table name.
- Lookup expression - Lookup Expression or Method
- Value - Value or term to lookup.
- Logical operator - Logical operator is used to determine the logic between conditions.
- Record updated
- Trigger table - The table of record that will trigger the workflow when a certain event occurs to it.
- Trigger column - The column of record that will trigger the workflow when updated.
- Condition - The conditions that must be met before a workflow is executed. You can skip the conditions check by leaving it empty.
- Field - The fields/columns of the table table name.
- Lookup expression - Lookup Expression or Method
- Value - Value or term to lookup.
- Logical operator - Logical operator is used to determine the logic between conditions.
- Interval schedule
- Interval value - A positive number.
- Interval unit - The unit of time.
- Minute(s)
- Hour(s)
- Day(s)
- Crontab schedule
- Minute(s)
- Hour(s)
- Day(s) Of The Week
- Day(s) Of The Month
- Month(s) Of The Year
- Cron Timezone
One or more actions can be added to the list.
- Action type - Choose one action to perform. You can get more actions supported by creating a support ticket.
- Create record(s) - Create one or many records
- Update record(s) - Update one or many existing records
- Send notification(s) - Send out notifications
- Create record(s)
- Record table - Choose a type of record (Table) to be created.
- Data of the record - Provide additional values for the record(s). Provide a value for Fields to override to replace the value with the trigger object.
- Fields to override - You can override the record's projects with the trigger object's projects by selecting projects. Any other selected fields will be overridden by the trigger object.
- Update record(s)
- Record table - Choose a type of record (Table) to be created.
- Record - Record to be updated.
- Data of the record - Provide additional values for the record(s). Provide a value for Fields to override to replace the value with the trigger object.
- Fields to override - You can override the record's projects with the trigger object's projects by selecting projects. Any other selected fields will be overridden by the trigger object.
A workflow can be created by the administrator. To do that:
- 1.Click the Settings at the side menu, and then select Workflows
- 2.Click the "+ Add Workflow" button
- 3.A form will be displayed.
- 4.Provide name and description of the backup
- 5.Click Submit button
Delete workflow at the list view
To delete a workflow, go to the list view of workflow and then click the Delete icon.
Delete workflow at the detail view
Open a workflow and then click Delete button.
If the trigger is defined, the workflow will be executed automatically.
Furthermore, you can manually trigger workflows using the following methods:
Last modified 8mo ago