Workflow Builder – Builder

Workflow Builder – Builder

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The Builder section consists of three panels/areas – Activities panel, Canvas and Properties panel. Drag and drop activities from the Activities panel to the Canvas and select the activity to view their Properties.

The activity can be moved around by selecting the element in the canvas, and dragging and dropping it wherever you may want to place it in the canvas. To draw a connection between two activities, unselect all activities by clicking in blank space, click and hold in the first activity and drag the cursor over the second activity. You will see a connecting arrow appear in the process which indicates the sequence of the activities in the workflow.

Workflow Activities

Activity

Symbol

Description

Activity

Symbol

Description

Connections

 

 

Start Point

 

Start point with entry configurations and the URL for the workflow.

Connectors

  • One-way

  • Two-way

  • Trigger

  • Force Continue

Indicates workflow direction and navigation paths:

  • One way in the workflow.

  • Two ways in the workflow.

  • Activate connector with a trigger.

  • Forced way in the workflow.

Condition & Multi Condition

Binary and multiple condition based on variable with two or more continuation paths in the workflow.

Pause Point

Pause the workflow with the possibility of including other end-users.

End Point

End of workflow with a redirect URL.

Data Collection

 

 

Form

Form with question elements for data collection.

Validation and Signing

 

 

Validation

Validation of the form input to ensure data quality.

Confirmation

Confirmation and possibility for respondent user summary.

BankID Signing

BankID signing of content from workflow.

BankID Signature Merge

BankID signature merge of multiple signatures in the same workflow.

Vipps Payment

Payment solution connected to the Vipps eCommerce API.

Data Delivery

 

 

Receipt

Receipt in respondent view with possibility to send email receipt or download PDF.

Create Text File

Create text files based on text generation with custom setup.

PDF Generation

PDF generation based on selected form.

PDF Generation (templated)

PDF template generation based on existing template and form answers/variables.

PDF Merge

PDF merge of multiple PDF/PDF templates created in the workflow.

Unique ID

Add customized sequential or random generated ID to workflow material.

Send Email

Send email with or without attachments.

Transfer ID

Transfer ID for numbering all files transferred by one file transfer.

Send via File Transfer

All generated or uploaded files are possible to send via file transfer through Flow Remote.

Generic Service

Call a generic service from the workflow to send/receive data.

Script

Custom script activity in the workflow.