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.

  • YOUSIGNSEND: Send one or more documents to Yousign for electronic signature.

  • YOUSIGNCHECK: Verify the status of a Yousign agreement and download its associated file.

  • OPENAITRANSCRIPTION: Interact with an OpenAI audio model to transcribe an audio file.

  • OPENAICHAT: Interact with an OpenAI chat model.

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