Creating a Workflow

• Click "Workflows" in the navigation menu
• Type the new workflow name in the textbox and click «New»

1. Click "Workflows" in the navigation menu
2. Select the workflow from the list
3. Click "Copy"

1. Click "Workflows" in the navigation menu
2. Select the workflow from the list
3. Type in a new name into the box below the workflows
4. Click "Rename"

1. 1. Click "Workflows" in the navigation menu
   2. On the right-hand side of the list of workflows, adjust the number in the boxes depending on the required order
   3. Click "Sort"

1. Click "Workflows" in the navigation menu
2. Select the workflow from the list
3. Click "Delete".

When creating the individual steps for a workflow, there are different types of steps to choose from.

Depending on the step chosen, the set-up and procedure to complete an action differs.
Once a step type has been chosen when creating the step it cannot be changed.

1. Single-Step / Synchronized-Or (most commonly used)

   • One or more editors can be assigned to the step
   • As soon as one of the assigned editors submits an action, the workflow proceeds directly to the designated follow-up step. Further editors for that step cannot submit any further actions.

   The step is complete after one of the editors has submitted an action
   
   

2. 4 Eyes

   For the step type 4-Eyes different editors are assigned to the step.

   Each editor then selects one of the available actions within that step:

   • If all editors select the same action (100%) the workflow proceeds into the next step.
   • If the editors are not in accordance and do not all select the same action (<100%) the workflow proceeds into a different step

   The step is complete after all editors have submitted an action
   
   

3. 4 Eyes (distribution list)

   • Functions the same as the step type „4-Eyes“, but instead of users being assigned as editors, only distribution lists can be selected as editors.
   • Out of each distribution list selected as an editor it is then sufficiant if one of the individuals from each of the distribution lists performs an action.
   • Once one of the individual from each of the distribution lists have performed an action in accordance with the 4-Eyes principle, the workflow proceeds to the next step.

   The step is complete after one of the editors from each of the distribution lists have submitted an action
   
   

4. And (Classic)

   • The type of step „AND (Classic)“ will always proceed to the next step, independent of which action the editor selects.
   • Only one editor can be selected to perform the step

   The step is complete once the editor has submitted an action
   
   

5. Synchronized-And

   • Functions like the step type of „AND (Classic)“ but allows for multiple editors.
   • The step will always proceed to the next step, independent of which action the editors select.

   The step is complete once all the editors have submitted an action

1. Select the workflow from the list
2. Click "Steps" in the middle of the screen
3. Type the name of the new step in the textbox
4. Select the type of step from the drop-down menu
5. Click «New» to create

1. Select the workflow from the list
2. Click "Steps" in the middle of the screen
3. On the right-hand side of the list of steps, adjust the number in the boxes depending on the required order
4. Click «Sort»
   
   Example: A change to the sorting can adjust the graphical view of the workflow from the below:
   

1. Select the workflow from the list
2. Click "Steps" in the middle of the screen
3. Select the Step 
4. Click "Delete"

1. Select the workflow from the list
2. Click "Steps" in the middle of the screen
3. Click on the pencil icon next to the step to enter the configuration page
   

   The configuration page for steps is divided into several sections. The top part shows the general settings for the step. Additional entries and custom configurations can then be configured from the selection on the page as required.

   Actions are configured at the bottom of the page

   Depending on the type of step, the set-up of the page and necessary entries may vary slightly.

Actions determine how a workflow is to proceed. To complete a step, an editor must choose one of the available actions. The chosen action then determines the next step of the workflow process.

Actions are configured at the bottom of the configuration page for steps.

1. Under "Action" type in the name of the new action to be taken e.g. "Approve Invoice"
2. Select the next step to the right of the new name e.g. "Workflow-Ende" (to finish the workflow)
3. Optionally, assign a number to sort in the list i.e. "1" will appear at the top and "2" would appear below it etc.
4. Click the "+" icon to the right-hand side of the line to add
5. Remove existing actions by clicking the "-" icon to the right-hand side of the action: