Workflow Features

Workflow functions

• Mix human-based and automatic actions in the workflow

• Create any business rules based on workflow data

• Create conditions or exceptions based on workflow data or by using ready-to-use macros

• Customize contents and layout of event-based email notifications (SMTP)

• Automatic escalation based on workflow data

• Enable delegation for workflow participants

• Create complex workflows with sub-processes

• Customize and secure display of data in user interface

• Ready-to-use document validation application

• Attach any kind of file to workflows

• Save-as-draft mode for forms

• Define workflow data stored in database without programming

• Use all assignment methods (automatic, self-service, dynamic, etc.)

• Parallel and/or serial routing

• Automatic synchronization action

• Define lead times for the entire workflow

• Define lead times for each action at design time or runtime

• Launch a workflow from a third-party application

• Unique request IDs for all processes

• Relative request IDs per process and/or per year and month

• Time zone management

• Action completion in background mode

• Action multi-instance management

• Integrated Remote Approval service lets users approve requests by email reply from a mobile device

Action assignment methods

• Manual (the current user selects a user to perform the next action)

• Automatic (using workflow data containing the user)

• Self-service (the first member of a team who takes the action handles it)

• By a coordinator who dispatches

• By the manager

• By the person who performed a previous action

Ready-to-use workflow applications

• .NET web form support

• XMLTODATABASE: Export .NET web form data into one or multiple databases

• GETUSERSFROMDIR: Query the directory at runtime to retrieve user list for dynamic assignments and/or email notifications

• XMLTRANS: Transform XML files into other formats (EAI)

• RAISEEXCEPTION: Cancel one or several actions in the running request

• MERGEFORM: Merge multiple form data files into one file and merge form archives into a target form archive

• COPYDATA: Copy data from a parameter to a different data

• SENDMESSAGE: Send SMS notifications from WorkflowGen

• SENDHTTPPOST: Post HTTP requests and webhooks to external sources

• Remote Approval: Approve user requests by email reply from a mobile device