How can I create a workflow?

You can use workflows to define task transactions occurred between companies. There are 3 different workflow categories that you can create depending on the ecratum modules you use:

• Document workflows
• Product workflows
• Question workflows

If your company holds a Custom Plan subscription, you can create workflows in 2 types:

• For Sending Tasks
• For Receiving Tasks

If your company holds a Service Plan subscription, you can only create a workflow for:

•  Receiving Tasks

To set up each workflow you must select:

• A preferred workflow category
• Type of the workflow (either for sending tasks or receiving tasks)
• Company or company groups which will be in the other side of the flow
• Document/Product/Questionnaire type to be sent
• User of the other company who will either send the task or receive it

When a workflow is created between your company and your business partners, the user on the other side will be assigned to the stated task and workflow type.

The workflow options for a user that has a Custom Plan is demonstrated on the image below.

How can you create a workflow?

To create a workflow, you need to take the following steps:

• Go to the Workflow section of the Account tab in the Configuration.
• Choose a workflow category by hovering on the New Workflow button.

You are now taken to a multi-step process:

Step 1-Choose the workflow type

• Define the workflow whether it is for sending tasks or receiving them.
• Press Next to proceed.

Step 2-Select a company or group

• Choose for which company or company group you want to define the workflow.
• Press Next to proceed.

Step 3-Choose a document/product document/questionnaire

• Depending on the workflow category that you use, you need to select a document or product document or questionnaire type.
• Press Next to proceed.

Step 4- Select a responsible user

Before completing the creation of a workflow, the last action that you need to take is to select a user from your company that will be responsible for sending or receiving the task defined in the workflow. To select a responsible user from your company:

• Select a user from the drop-down menu.
• Press Next to proceed.

Step 5-Finish creating a workflow

• To complete creating a workflow, press the Create Workflows button.

• The workflow is now created. You can view it with its details. 

If you want to delete a workflow, you can do it in two ways. First one:

• Through the Workflows view and pressing the Delete option of the Actions button.

The second way:

• Through the Delete button located on the detailed view of the chosen workflow.

Note: If you remove a user from a plan of which you hold the subscription, all existing workflows for that user will be deleted.