Steps to get started with Cflow

Follow the steps given below if you are creating a new workflow from scratch:

     1. Create a role and assign user in a role:

  • Click on Security Settings -> Roles then click on the ‘+’ button at the bottom of the page to create a new role. By default, Cflow has few predefined roles you can either use those if it is relevant or create a new one. Click here to know more about how to create a role.
  • Click on Security Settings -> Users then click on the ‘+’ button at the bottom of the page to create a new user. Now you can assign the users in a Role. Click here to know more about how to add users and assign them in a role.

     2. Workflow Creation:

  • Click on Add workflow -> ‘+‘ button to create a new workflow. Drag and drop the fields from toolbox and start designing a form with fields and sections. Fields are the individual lines of data that you want to collect. Click here to know more about how to design a form.
  • Click here to know more about how to create a flow. Click on Add Process Stage to route the requests to the appropriate reviewers. Name each process stage so that it is easy to identify the reviewers. For Example, Let’s say if the Manager role is assigned to review that stage then name it as manager review or any name relevant to your process.
  • Define rules so that your request moves on to the next stage only if the specified conditions are satisfied. You can use any fields in your form to define Rules. For example, if you define name field should not be equal to blank then your request will not move to the next stage until the name is filled in the form.
  •  You would have created users and assigned them in a role from step 1. Now click on the pencil icon in a process stage to assign the role in Initiator and reviewer stages. You can also edit the status field values relevant to your process. Status field values can be approved, rejected, completed, on hold.
  • Publish the workflow.

     3. Define Access Permission:

  • Click on Security Settings -> Access Permissions. Click on a role then select the workflow and select the relevant process stage to define access permissions. Click here to know more about how to define access permissions for a role.

     4. Initiate a request in Cflow:

  • Click on the ‘+’ button from the dashboard screen or Initiate button from Workflows screen to initiate the request and submit it for approval. Click here to know more about how to initiate the request in Cflow.

     5. Review and Update the status:

  • Reviewer will receive notifications via email and click on the link to review the request or you can access the same request from the Dashboard -> Notifications and update the status.

To use a prebuilt workflow click on Add Workflow and import the workflow that suits your use case, then follow the steps given below to kick-start the process:

     1. Create a role and assign user in a role:

  • Click on Security Settings -> Roles then click on the ‘+’ button at the bottom of the page to create a new role. By default, Cflow has few predefined roles you can either use those if it is relevant or create a new one. Click here to know more about how to create a role.
  • Click on Security Settings -> Users then click on the ‘+’ button at the bottom of the page to create a new user. Now you can assign the users in a Role. Click here to know more about how to add users and assign them in a role.

     2. Assign the role in Initiator and Reviewer stage:

  • In prebuilt workflows, by default Initiator role and reviewer role are assigned as Admin. Click on Workflow Stages -> Stage Properties -> Select the Role from the dropdown and assign them in Initiator and Reviewer stages. Click here to know more about how to assign a role in initiator and reviewer stages.

     3. Define Access Permission:

  • Click on Security Settings -> Access Permissions. Click on a role then select the workflow and select the relevant process stage to define access permissions. Click here to know more about how to define access permissions for a role.

     4. Initiate a request in Cflow:

  • Click on the ‘+’ button from the dashboard screen or Initiate button from Workflows screen to initiate the request and submit it for approval. Click here to know more about how to initiate the request in Cflow.

     5. Review and Update the status:

  • Reviewer will receive notifications via email and click on the link to review the request or you can access the same request from the Dashboard -> Notifications and update the status.

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