Starting with Workflow

Workflow is automatization of processes in system.

Basic priciple

How does it work?

Workflow functionality uses server module that is watching change (create,update) on objects. If some change matches with workflow setting, workflow will run it's actions.

A different kind is time-managed workflow. Admin will set period, how often will be workflow lanunched. It will take all objects that match the filter in workflow setting and run actions assigned to it.

Workflow Setting structure

Each workflow contains name, description and important switch "Workflow is active", which makes workflow enabled/disabled.

There are three types of workflow settings:

At Update - workflow is checked, when some object is changing
At Create - worfklow is checked, when some object is creating
Managed by time - workflow runs in some period, which will pick object that fits to filter

At update

Workflow setting is composed from:

Filter after change
Chagned fields
Filter before change
Actions

At create

Workflow setting is composed from

Filter
Actions

Managed by time

Workflow setting is composed from:

Filter
Execution interval
Actions

How does it really works

Base of all is object like Timesheet, Project, Folder, Task etc. Each object is assigned to some module. Eg. Timesheet is in module scheduler, Folder is in module Project and so on. These objects defines, what filters can be used for filtering.

Best practice how to explain behaving of workflow is to show example on it.