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
  • Agent actions to automatically trigger and perform large volumes of system actions within multi-application IT ecosystems
  • Scheduled frequency system actions
  • Automatic cancellation of timed-out system actions
  • 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
  • UPDATEPROCESSDATA: Update process data associated with a request
  • STARTPROCESS: Launch a new request with corresponding parameters for inter-process communications
  • COMPLETEACTION: Complete an ongoing action with the corresponding parameters for inter-process communications and synchronization
  • GETPROCESSDATA: Retrieve process data values for a specified request
  • GETFORMDATA: Retrieve form field values for a specified request
  • CANCELREQUEST: Cancel an ongoing request
  • MERGEFORM: Merge multiple form data files into one file
  • 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
  • RESTAPICLIENT: Call REST API endpoints to exchange information with other applications through HTTP requests
  • EXECSQL: Execute one or multiple SQL queries in a process
  • JSONTODATA: Parse JSON content into process data
  • DOCUSIGNSEND: Send one or more documents to DocuSign for electronic signature
  • DOCUSIGNCHECK: Check the status of a DocuSign envelope and download associated files
  • ADOBESIGNSEND: Send one or more documents to Adobe Sign for electronic signature
  • ADOBESIGNCHECK: Check the status of an Adobe Sign agreement and download associated files
  • DOCAPOSTESEND: Send one or more documents to Docaposte for electronic signature.
  • DOCAPOSTECHECK: Check the status of a Docaposte transaction and download associated files.
  • Remote Approval: Approve user requests by email reply from a mobile device
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Workflow functions
Action assignment methods
Ready-to-use workflow applications