Workflow Introduction

2019-09-03 13:09:50
John Ten
Last edited by Taotao on 2021-07-02 09:49:09
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ZenTao Biz 3.5.alpha has added the Flow feature. You can customize it so to make ZenTao fit your workflow.

Fields, actions, layout and data as built in ZenTao can be customized and used to extend rewrite ZenTao built-in workflows.

1. Glossary

  • Flow: It is a feature module in ZenTao, like Product, Project and Test in ZenTao.
  • Field: It is the field saved in the database and the data item displayed on the interface, such as Name, Add Time, and Assignee.
  • Action: It is a specific action in ZenTao, such as Create, Review, and Reject.
  • Condition: It is a condition on which a button or an action will be triggered, such as the status is Wait for a review.
  • Extended Action(result): It is the action that you link updated data(field) after an action is done.
  •  Verification: When you search an variable with a value or a field with a value, verification is displayed to give tips to users who just do the search.
  • Notification: Set users who will receive email notifications after an action is done.
  • Layout: A layout for an action, including the field and position of the action.
  • Datasource: It is the source of the data displayed in the drop-downs. You can call the build-in functions, SQL statements and customize it.
  • Rules: It is t verify the format of the data via regular expressions.
  • Sub Table: It is to record the specifications of flows.
  • List Tab: Tabs on the list page of a flow. You can click the tab to filter flows, such as All.
  • Sub Flow: It is displayed on the secondary menu of a flow. A sub flow cannot have a sub flow.

2. Create a Flow

Go to Flow and click Create Flow to open a window to add the information about the new flow. Click Save and you will see it displayed on the navbar.

  • NavBar: It is where the flow will be displayed, either the first level menu or the secondary menu.
  • View: If choose the secondary navbar, you should choose the View that this flow belongs to.
  • Position: It is where the flow is displayed on the page, such as before or after a navbar or menu.
  • Alias: It is the alias for a flow, no space or special characters are allowed. Once it is saved, it cannot be changed later.
  • Name: The name of the flow.
  • Description: A description of the flow.

2.1 Field

Click Field button to manage the field. A field is also created in the corresponding database table. You have to check the box of the newly added field in the Action layout, so it will be displayed in the Flow.

  • Name: Data item of a field  saved in the database or name displayed on the page.
  • Position: It is where the field is displayed on the layout.
  • Alias: Letters only for record the field in the database.
  • Type: Numbers(tinyint, smallint, mediumint, int, decimal, float, double), date and time(date, datetime, timestamp), and strings(char, varchar, text).
  • Control: Labels, text boxes, rich text, date, time, drop-down menus, radio buttons, and checkboxes.
  • Default: The default value displayed when a control is selected.
  • Rules: It is t verify the format of the data via regular expressions.
  • Export: It is to set whether the field can be exported.
  • Search: It is to set whether the field can be searched.
  • Foreign Key: It is used to display the data of a sub flow, and there can only be one foreign key. Fields set as foreign keys should use the drop-down menu or radio button as the control. If not, it will set the control as a drop-down menu by default and select the data source as a sub flow.

2.2 Action

Click Create Action button at the upper right to add a new action to the build-in flow. Actions of a build-in flow do not need to be extended. If you have to edit an action, you can change the Extend Way to Extend or Rewrite.

  • Name: Name of the actions just created.
  • Alias: It is the alias for the added action, no space or special characters are allowed. Once it is saved, it cannot be changed later.
  • Open with: The way to open the page, including Normal, Popout, and None.
  • Position: It is where the action will be displayed, including Menu, List, Details, and Both List and Details pages.
  • Display: It is how the action is displayed, including on the page and in the drop-down.
  • Description: A description of the action.

2.3 Data Source

Data source is used in fields for generating data for drop-downs. You can also call functions, customizations and SQL statements.

2.4. Rules

Rules are used to verify fields, and forms. You can use regular expressions to do that.

3. Quick Editor

Go to Quick Editor-Flow Chart, so you can visualize the design of a complex workflow and understand the logic and content of the workflow. Use this as a benchmark to design the layout of the flow to make the entire process clear and visible. 

Click UI Design, so you can select the required field controls by dragging, moving, editing, etc., to design pages. Drag the Field from the left to the UI preview window. Then, you can edit the details in the Properties on the right.

4. Advanced Editor

In the advanced editor mode, a workflow can be designed with more details, such as main table, sub-table, action, label, more settings, etc.. In more settings, it has cross-flow, export, search, JS, CSS, etc.

  • Main table: set the fields and attributes in the main table.
  • Sub-table: when the main table form needs to fill in specific details, it can be done in the sub-table. Set the fields and attributes of the sub-table.
  • Action: add action and action attribute settings.
  • Tags: search tags and tag attribute settings.
  • Cross-flow: multiple related processes, such as meeting room management-meeting room reservation.
  • Export: allow fields to be exported.
  • Search: allow searching for certain fields.
  • JS: customize JS settings.
  • CSS: customize CSS settings.

If any questions, contact us at [email protected].

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