Configure a workflow

You can configure the flow of a solution using the Workflow tab.

By default, a Start node is added in the Designer area. From this node, you can add tasks, rules, conditions, sub processes and custom services to create a workflow.

To configure a workflow:

  1. On the TotalAgility Quick Workflow page, click the Workflow tab.

    A Start node is added and selected by default. A default name (Start) appears in the Title field. You can change the name for the node as needed.

  2. Click below the Start node.

    The Add activity dialog box is displayed.

  3. Add the following nodes as needed and configure them:

    Note
    • You can undo or redo to remove or reapply your changes for the nodes and their properties.

    • You can add or remove nodes at any point in the process.

  4. Click Add.

    The node is added.

  5. Add an end node.
  6. Save the workflow.

    Any processes created as part of a Quick Workflow are made available for reuse within TotalAgility Apps.

    When you publish a Quick Workflow, the process map generated is added to the Quick Workflow solutions list within TotalAgility Designer (System > System settings > Apps > Quick Workflow solutions).

    If the process map contains only one folder initialization variable, then the map is added to the Quick Capture list and also (System > System settings > Apps > Quick Capture).