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Basic Workflow procedures
Basic Workflow procedures
Eli Gimelraikh avatar
Written by Eli Gimelraikh
Updated over a week ago

In order to perform the instructions, you need to be in the Process Designer section of a workflow.

Add a First Step

Adding a first step can be done in two ways:

  1. Click on the + icon, located in the right corner of the process designer

  2. Double click on an empty space in the process designer work area

👍🏼 A step will appear in the workspace. Mind that the first step will have a figure 1️⃣ indicator as well.

Select a Step for Editing

  1. Select a step for editing, and click on it.

👍🏼 A dotted frame will indicate the selected step and the background will turn to yellow and the Editing pane will appear on the right side.

Adding a sequence / connected step

  1. Click on the + sign on the bottom of the selected step

👍🏼 A new step with connection appears

Basic step editing

Add Step Title

Steps title will appear as the name of the step in the workflow.

  1. Select the step to be edited

  2. Go to the Editing pane

  3. Select User Title

  4. Type in the Title for the step

Add description

  1. Click on the Text Editor in the Editing pan

  2. Type in the description text for the selected step

  3. Use the upper buttons to:

    1. Pick color for text - enables you to enrich your text visualization

    2. Bold text to emphasis it

    3. Add a bullet list

    4. Add a numerical list

    5. Add hyperlink - to reference different sources within or outside Next Plus

    6. Clear formatting - for uniform editing

    7. Align to Left, Right and center

You can read more about the subject, in the TinyMCE article.

Upload media to step

Upload from local library:

  1. Click the upload button located in the editing pan under the description in the general section

  2. Click the New button

  3. Select Upload Files

  4. Select the file to upload from your library

  5. Click Open

  6. The media file appears in the media library

  7. Select the Uploaded file

  8. Click select files to add the file to the step

Upload from camera:

  1. Click the upload button located in the editing pan under the description in the general section

  2. Select Camera

  3. Select the camera to be used - 3 dot menu on the left corner

  4. Click the capture button

  5. The photo will appear

  6. Select:

    1. Recapture - to change the photo (repeat from step C)

    2. Approve - to select the photo to upload

Add user input field

  1. Open the Enrichment section in the editing pan

  2. Click the blue + sign

  3. Select the wanted field by checking the box on the action column

    You can select multiple fields by checking multiple boxes

  4. To create a field please see article about fields.

More Actions

Preview a workflow

  1. Click the preview button located on the top right corner of the workspace screen

  2. Select the preferred preview:

    1. Select Start preview from the root step - to preview the entire work flow from the root step

    2. Select Start preview from selected step - to start previewing from the current selected step

    Clicking the preview button when no step was selected will start the preview from the root by default

Publish a Workflow

  1. Click Publish on the top left corner of the workspace

  2. On the workflow version description fill in the:

    1. Name - To give a descriptive name for this version

    2. Description - Detailed description of the changes that was made

    3. Change type - Select the impact of the change

  3. Select Save

    You can keep the fields blank and Click skip to publish the workflow without the additional information

Add a signature

Signatures allows you to set another level of control on the workflow progression by asking the operator to sign another user on the selected step - The operator cannot proceed or finish the WF without the extra signature. Signature permission are based on the Certification module.

🧑🏻‍🎓 Read more about - Certification in another article

  1. In WF Editor, click on the step

  2. Scroll down to the Sing section in the Editor menu, if needed click on the > to maximize it

  3. Click on the + icon next to Required Signature

  4. A new line will appear

  5. Set a name for the signature

  6. Select the certification needed to approve the step

  7. Apply configuration if needed:

    1. Sequential order - setup a hierarchy for signatures according to the list

    2. Allow multiple signatures by the same user - enables the user to sign on a step as a operator and as a certified person.

Removing a signature

  1. In WF Editor, click on the step

  2. Scroll down to the Sing section in the Editor menu, if needed click on the > to maximize it

  3. Click on the Trash icon to delete the signature

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