Workflow Editor

In SimpleOne, the Workflow Editor provides an interface for configuring workflows. With it, you can add and set up activities, arrange them in a specific order, and connect them to each other using transitions.

To open the Workflow Editor, navigate to Workflows → Workflow Editor.

The editor's start page displays recently modified workflows. To open a workflow, click Open. To create a new one, click New.

The editor consists of the following working areas:

1. Control Panel
2. Workflow Canvas
3. Object Properties

Control Panel

This panel is for managing new and existing workflows, as well as editing them.

In the burger menu , you can find the following options:

• New workflow – create a new workflow.
• Delete – remove the current workflow.
• Check out – enable editing of the published workflow (the option is available if the workflow state is Published).
• Publish – activate the workflow to manage processes (the option is available if the workflow state is Checked out).
• Properties – edit the workflow properties.

caution

When a workflow is deleted, the records related to this workflow are also deleted:

1. The active workflow versions that are located in the Workflow Versions (wf_workflow_version) table.
2. The records related to the deleted workflow versions (activities, exits, transitions).

The Activities tab displays all the activities available in the system.

The Workflows tab displays all existing workflows.

To open a workflow, click it. The workflow is displayed on the canvas. To enable editing, select Check out in the burger menu .

Workflow Canvas

The workspace where you can add activities and configure transitions between them.

tip

To move around the canvas, hold the space bar key on your keyboard, press the left mouse button, and drag the canvas.

To zoom in or out, use the zoom control in the lower-left corner or the mouse scroll wheel.

Activities on the canvas

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To add an activity, drag it from the control panel to the canvas. A new block for the corresponding activity will be added to the canvas.

To delete an activity:

• right-click the activity block and select Delete activity.
• select it and press the Delete key on your keyboard.

To open the activity form fields:

• double-click the activity block you need to edit.
• right-click the activity block and select Properties.

Configure transitions

warning

Each workflow activity, except for the End activity, must have an exit leading to another activity. Otherwise, the workflow will fail to execute.

To create a transition, click and hold the exit you want to create a transition from, and drag it to the target activity block.

To delete a transition, select it and press the Delete key on your keyboard.

To add a new exit, right-click the activity block and select Add exit.

To edit an exit and its properties:

• double-click the exit.
• right-click the exit and select Properties.

Move activity blocks

To move an activity block on the canvas, click and hold it with the left mouse button and drag it to the desired location. If you drag a block onto a connection between two other blocks, the system inserts the block between them and redirects the incoming and outgoing connections to it.

Copy activity blocks

In the editor, you can copy and paste workflow activity blocks, including between different workflows. The full state of the activity is copied – all settings, nested parameters, and dependencies, except for system fields (ID, creation/modification dates and authors, application, protection policy, and others).

note

• Copying and pasting are only available in the editing mode.
• A block can only be copied and pasted within the same browser tab.

To copy an activity block, follow these steps:

1. Right-click the activity block and select Copy from the context menu. You can also select the block with the left mouse button and press Ctrl+C.

   note

   The Begin and End activity blocks cannot be copied.

2. Navigate to the workflow where you want to paste the block and make sure it is open for editing.

   note

   A copied block can only be pasted into a workflow whose table matches the source workflow's table or its child tables.

3. Paste the block using one of the following methods:

   • To paste the block onto any empty space on the canvas:
     • Right-click the desired location on the canvas and select Paste – the block will be pasted at the point where the context menu was opened.
     • Move the pointer over the desired location on the canvas and press Ctrl+V – the block will be pasted at the pointer position.
   • To paste the block between two other activities that have a transition between them, right-click the transition and select Paste. You can also select the transition with the left mouse button and press Ctrl+V. The system inserts the copied block between the existing blocks and redirects the incoming and outgoing connections to the pasted block.

The system inserts the block onto the canvas, generates a new unique identifier for it, and makes it available for editing.

tip

The copied block is stored in the application's temporary storage, so it can be pasted multiple times. The storage is cleared when the page is refreshed or the browser tab is closed. Only one block can be copied at a time. Copying a new block replaces the current one.

Object Properties

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Use the Object Properties working area to review or define the object properties. This panel appears after double-clicking any element on the canvas. Configure activity, exit, and transition properties.

Activities

The set of fields displayed in this panel depends on the selected activity type. See the Workflow Activities article to learn more.

Exits

Field	Mandatory	Description
Name	N	The exit name. This field is populated automatically according to the activity.
Activity	Y	The activity to which this exit is related. This field is populated automatically.
Description	N	Add a brief description of the activity exit.

note

The exits for the Switch activity have additional parameters (in case when there is more than one exit). See Switch activity to learn more.

Transitions

Property	Description
Activity exit	The start point of the transition.
Activity to	The endpoint of the transition.