Use Cases to Configure a Workflow

Here are a couple of examples of how you can configure linear and non-linear workflows.

Example 1: Configure a non-linear workflow for an activity type

This use case shows how to configure a workflow where the order of the steps doesn't matter. This workflow is available for a specific activity type.

Preconditions:

• The workflow uses only forms, and you have configured all the forms.
• The workflow must work only for the 'Trouble Call' activity type.

Actions:

1. Add a new workflow and configure a condition using 'activity.aworktype IN ('trouble_call')'.
2. Add the workflow steps and point them to the forms that must be used within this workflow.
3. Accept the default conditions for all the steps.

Results: The workflow is displayed only for the activities of Trouble Call activity type. All the steps are displayed as available for mobile workers when they open the activities, and the mobile workers can complete the steps in any order.

Tip: You can implement a new workflow based on the current configuration of the Activity Details page. For that, you must use the same forms that are configured on this page.

Example 2: Configure a linear workflow for a user type

This use case describes how to configure a workflow where the steps become available one after the other. This workflow is available only for a specific group of users.

Preconditions:

• The workflow uses only forms, and you have configured all the forms.
• There are four steps within the workflow called Safety checklist, Verify Order, Debrief, and Agreement.
• The workflow must work for the Technician user type.

Actions:

1. Add the new workflow and configure a condition using 'user.type IN ('Mobile Worker')'.
2. Add 'Safety checklist' as the first step and accept the default conditions.
3. Add 'Verify Order' as the next step and specify the ''Safety checklist is completed' condition in the Show available when section.
4. Add 'Debrief' as the next step and specify the 'Verify Order is completed' condition in the Show available when section.
5. Add 'Agreement' as the next step and specify the 'Debrief is completed' condition in the Show available when section.

Result: This workflow will appear to users assigned with the 'Mobile Worker' user type, and the steps will become available one by one:

1. The first step is available from the beginning.
2. The second step becomes available when the first one is completed.
3. The third step becomes visible when the second step is completed.
4. The last step becomes available when the third step is completed.