Workflow Overview
A workflow automates business processes by defining and executing a sequence of actions on an object, such as a file, form, or custom object.
In a visual workflow, tasks, information, and objects are passed between participants according to predefined rules.
Benefits of Workflows
Digital workflows can provide the following benefits:
Improved productivity
Process transparency
Faster business response
Improved accountability
Workflow Components
When creating a workflow in Asite, the workflow process consists of three main components:
Tasks – Define the actions performed during the workflow.
Workflow Definition – Defines the sequence and rules for executing tasks.
Triggers – Define the events that initiate the workflow.
Task Types
Two types of tasks are available:
Task Type | Description |
User Task | An action performed by a user. |
System Task | An action performed directly by the system. |
NOTE: Create the required system tasks before designing a workflow to ensure successful workflow execution.
Workflow Creation Process
The recommended workflow creation sequence is:
Create the required System Tasks.
Design the Workflow Definition.
Configure the Triggers that initiate the workflow.
Related Articles: Create System Task, Create Workflow