Workflow Features

1. Terminology

Process: A process is akin to functional modules in ZenTao, such as product view, project view, and test view.
Field: A field refers to data items stored in the database or displayed on the interface, such as name, creation time, and assignee.
Action: A specific function, such as adding, approving, or rejecting.
Trigger Condition: Conditions under which a button or action appears, e.g., status equals "waiting for review."
Extended Action (Result): Additional data (fields) that need to be updated after executing a specific action.
Data Validation: Notifications provided to users when certain variables or fields meet specific criteria after executing an action.
Set Reminder: Specify which users should receive reminder emails when executing this action.
Interface: The display for a specific action, including visible fields and their positions.
Data Source: The origin of data for dropdown lists and similar elements, which can include built-in system functions, SQL queries, or custom definitions.
Validation Rules: Methods for validating data formats, supporting regular expressions.
Detail Table: A table used to store detailed records of the process.
List Tags: Tags on the process list page that allow users to view and navigate through processes.
Subprocess: A secondary menu under the main process, displayed after the main process menu. Note that subprocesses cannot have their own subprocesses.

2. Adding a New Workflow

To create a new workflow, click the "Create Flow" button in the upper right corner of the Workflow - Flows page. Once published, the workflow will appear in the corresponding navigation menu.

Name: The workflow's name.
Module: The code name of the workflow. This must consist only of English letters and cannot contain spaces or special characters. Once saved, the code name cannot be changed.
Approval: Select whether to get the approval process involved in. You can go to Admin - Feature - Review to set the approval process.
Description: A brief introduction to the workflow.

3. Quick Editor: Process Diagram

The process diagram in quick editor mode enables rapid visualization of complex workflows, providing a comprehensive understanding of the entire process's logic and content. This serves as a foundation for subsequent interface design, ensuring clarity and control throughout the workflow.

4. Quick Editor: Interface Design

In quick editor mode, you can swiftly select necessary field controls through drag-and-drop, moving, and editing to design relevant pages. Choose items from the left and drag them to the interface preview. Once selected, you can edit details using the properties panel on the right.

Field Name: Data items stored in the database or displayed on the interface.
Field Code: This can only contain English letters and is used for storing field information in the database.
Field Type: Currently supports numbers, date and time, and strings. Numeric types include tinyint, smallint, mediumint, int, decimal, float, and double. Date and time types include date, datetime, and timestamp. String types include char, varchar, and text.
Controls: Supports labels, text boxes, rich text, date, time, single-choice dropdowns, multiple-choice dropdowns, radio buttons, and checkboxes.
Default Value: The value displayed by the selected control.
Validation Rules: Methods for validating data formats, supporting regular expressions.

5. Advanced Editor

The advanced editor mode allows for richer and more detailed workflow design, including main table design, sub-table design, action design, tag design, and additional settings such as cross-process configurations, export settings, search settings, and custom JS and CSS.

Main Table Design: Configure fields and attributes in the main table.
Sub-table Design: When the main table requires specific detail information, it can be implemented through a sub-table. Configure fields and attributes in the sub-table.
Actions Design: Add actions and configure their properties.
Lists(Tags) Design: Create search tags and set their properties.
Relations (Cross-process Settings): Manage related processes, such as meeting room management and meeting room booking.
Key Value: Foreign keys used to associate data displayed in subprocesses; only one foreign key is allowed. The field set as a foreign key should use dropdown menus or radio buttons as controls. If it is not, the system will default to updating the control to a dropdown menu and selecting the data source as the subprocess.
Export Settings: Allow certain fields to be exported.
Search Settings: Enable searching for specific fields.
JS: Custom JavaScript settings.
CSS: Custom CSS settings.

6. Database Management

You can create new tables for storing detail or associated data. Newly created tables can be queried in the data source, and the results of workflow actions can update the data. The method of operation is the same as for field management in workflows.

7. Data Source Management

Data sources can be utilized in fields and elsewhere, generally for generating dropdown list data. They can invoke system functions, be customized, or use SQL.