GETTING STARTED
OVERVIEW
§
This
a quick set of instructions on how to create a basic workflow
INSTRUCTIONS
CREATING A WORKFLOW
§
Go
to http://www.webandflo.com/playarea/
or the website where you want to create the application in
§
Login
with Username and Password given to you by Web and Flo
§
Select
§
Expand
the Workflow folder
§
Expand
your Company folder
§
Click
once on the Company folder
§
From
the popup menu select Add Workflow
A form will appear
in the bottom right frame
§
Enter
the name of the Workflow or Process
§
Press
the Submit button once completed
The tree
will now refresh with the new workflow just added
CREATING A FORM
§
From
here you will need the following as a minimum for your workflow to function:
o
A
Form
o
A
Subform (Grouping of Questions)
o
A
Question
§
Expand
the workflow you just created
§
Click
once on the Schema forms folder
§
From
the popup menu select Add Form
A form will appear
in the bottom right frame
§
Enter
the Display name for the Form (e.g. Main Contact Details)
§
Press
the Submit button once completed
The tree
will now refresh with the new Form just added
CREATING A SUBFORM
§
Click
once on the form you just created
§
From
the popup menu select Add Sub Form
A form will appear
in the bottom right frame
§
Enter
the Display name for the Form (e.g. Address Details)
§
Press
the Submit button once completed
The tree
will now refresh with the new Sub Form just added
CREATING A QUESTION
§
Click
once on the Sub Form you just created
§
From
the popup menu select Add Question
A form will appear
in the bottom right frame
§
Press
the Submit button to accept the Answer box type Text box
You are
now creating a question that will display as a Text box
§
Enter
the Display name for the Question (e.g. Address 1)
§
Scroll
down to the question Data Type
§
Select
VARCHAR from the drop down list
§
Enter
40 in the Size field to right of Data Type
§
Place
a tick in the Primary Key check box
§
Press
the Submit button once completed
The tree
will now refresh with the new Question just added
§
The
form is now ready to be used in a workflow
§
Click
once on the question you just created
§
From
the popup menu select Properties
A form will appear
in the bottom right frame
§
Click
on the Preview button to the right of the frame
A window will popup displaying the form just created
§
Close
the popup window to continue designing the workflow
PUTTING GATES INTO A WORKFLOW
§
Click
once on the form you created
§
From
the popup menu choose the Select option
The screen
will refresh and the form you created will be highlighted
§
Click
once on the workflow you created
§
From
the popup menu choose the Design option
The top
right frame will refresh with the design window
§
Click
once on the + in the design window
A form will appear
in the bottom right frame
§
Enter,
into the Display name field, the name of the step in the workflow (e.g.
Customer details)
§
Click
on the Permissions tab
§
Find
your Company name and tick the appropriate permissions for this step
§
Press
the Submit button once completed
The screen
will refresh and the form you created will appear in the design window
§
In
the left frame, click once to expand the Workflow Objects folder
§
Click
once to expand the Special Gates folder
§
Click
once on the Stop option
§
From
the popup menu choose the Select option
The screen
will refresh and the Stop gate highlighted
§
Click
once to the right of the form you dropped into the design window
The screen
will refresh and the Stop gate will now appear to the right of the form
GENERATING THE
DATABASE
§
This
simple workflow is now complete; all that is required now is to generate the
database to store the data
§
Click
once on the Workflow you have just created
§
From
the popup menu choose the Make Tables option
A
confirmation will appear in the bottom right frame confirming the database has
been created successfully
USING THE WORKFLOW
§
To
start using the workflow, go to Console à Logout
§
Login
with Username and Password given to you by Web and Flo
§
Select
New à (Your new Workflow) from the top menu bar
The form you
created will appear
§
Press
the Submit button once the form is completed