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
Last modified 2mo ago