Comindware Knowledgebase

Creating Steps

A step is a building block of a workflow. A step shows the current position of a workflow task in a workflow. Generally, some work on a workflow task should be done in a step, for example, "Review a document".

To create a workflow step:

1. In a workspace select a workflow app and open a workflow.
2. In the Statuses list, select an existing status, or create a new status by clicking the New Status button. Statuses are required to create a workflow step. Statuses do not belong to a particular workflow — they may be used in different workflows, as opposed to steps which are unique to each workflow. We strongly recommend reusing existing statuses because you will be able to create different types of reports, lists and dashboards based on the data taken from different workflows.
3. Create a new workflow step by dragging a status into the workflow area. A workflow step is unique for each workflow.
Click to zoom in
Adding a workflow step
4. Double click on a step to specify its properties.
o Common properties, i.e. step name and type.

See Specifying Common Properties

o Assign persons responsible for this step.

See Assigning Responsible Persons

o Make several people perform work in an item step.

See Creating Parallel Tasks In a Workflow

o Pre-fill some item fields.

See Pre-Populating Item Fields

o Perform automatic transitions based on a time event.

See Configuring automatic time-based transitions

o Perform automatic transitions by condition.

See Configuring automatic conditional transitions

o Configure custom e-mail settings.

See Custom E-mail Settings

o Set mandatory fields.

See Mandatory Fields

o Create validation rules.

See Validation Rules

o Change field read/write permissions, if necessary.

See Field Read/Write Permissions

Send you request to Comindware Still need help? Contact us

See Also

Back to top

Cookies Settings

Privacy Basics

A cookie is a small file placed onto your device that enables website features and functionality.

A cookie is a small text file that a website asks your web browser to store on your device in order to remember information about you, such as your language preference, and enables a website features and functionality.

At Comindware, we believe in being clear and open about what data related to you we collect and how we use this data. And this policy provides detailed information about what cookies we collect and how we use data related to you. This cookies policy applies to Comindware website.

Always Active Cookies

Ensure your personalized experience and proper website work.

Always active cookies help us with giving you a personalized experience and cannot be switched off in our system. You can set your web browser to block or alert you about these cookies, but some parts of the website may not work then.

Comindware

Performance Cookies

Are used for continuous website optimization and improvement.

Performance cookies help us with continuous website optimization and improvement. This cookies make it possible for us to count website visits, track traffic sources, learn which pages are the most popular and helpful and see how visitors navigate around the website. All the data these cookies collect is aggregated and therefore anonymous.

Google Analytics

Yandex.Metrica

Functional Cookies

Enable functionality enhancement, such as videos and live chats.

Functional cookies allow functionality enhancement, such as videos and live chats. If you do not allow these cookies, then some or all of these functionalities may not function properly.

Wistia

JivoChat

AddThis

Comindware uses cookies to ensure you get a great experience on our website - click "OK" button to agree our Privacy Policy. You can change your cookies preferences here.