Workflow
Control repeatable pattern of activity

Workflow

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.
This widget is designed to replace the original workflow at the detail view sidebar. Besides displaying a flowchart of workflow, this widget enables a user to track the completion of a step.
This widget still depends on workflow settings to build and display the flowchart.
This video is outdated. We are replacing it.

Add workflow

Click the edit icon to add/edit the workflow.
  • Workflow - select a workflow to display
  • Width - The width of the workflow, default to 50%
  • Should display related workflows - The workflow can be chained, selected this checkbox to display all related workflows.

Build workflow

On default, Labii loads a copy of the flowchart that saved in the database. The chart can be updated with the Build workflow button.

Perform action

If action is provided for a step, click the OPEN button to see the actions. Learn more here on how to configure the action of a step.
Use Teams to specify who can perform the action. The button will be disabled if you do not have permission.

Complete step

Based on the step configuration, a step can be completed automatically or manually.
For the manually completed steps, click the OPEN button to perform the action and click the COMPLETE button to complete a step. Once clicked, the completed step box is displayed in green, and the current step will be shifted to the next step.
Once completed, the user information and DateTime will be documented directly.
Use Teams to specify who can perform the action. The button will be disabled if you do not have permission.

Undo complete

Click the UNDO button to undo the completion.
Click the PREV or NEXT or navigate to the previous or next step.
Last modified 10mo ago