Workflow process modelling

You can model workflows using the WorkZone Process Designer. This tool is a standard process modeling tool consisting of a toolbox with activities and flow control elements and a canvas for process modeling.

Create a new process

1. Click New proces in the toolbox ribbon.



2. Drag activities and flow control elements from the toolbox ribbon to the process canvas.
3. Connect the elements using arrows. Arrows define the flow of the process.
4. Click on an activity to configure its properties.
5. Save the modeled process as XML.
6. Pack modeled processes together with their forms as a complete process package (for more information on packages, see Configure packages).

Standard activities

The WorkZone ProcessDesigner has a variety of standard activities that you can use for modeling processes. The activity package contains, among others, the activities listed below. For the full list, refer to the API documentation .

This list is dynamic and will be updated. You can make a request for additional generic activities to the product team.

 

Icon	Activity	Element	Description
	User task	User tasks	Initiates a smart task for user interaction.
	User tasks (Parallel)	User tasks	A series of parallel smart tasks with interaction from multiple users at the same time. Typically used for processes of the type Hearing.
	User tasks (Sequential)	User tasks	Sequentially ordered smart tasks with user interaction. Typically used for processes of the types Distribution and Approval.
	TaskInfo	User tasks	Writes a log entry which is visible in the Processes overview. Used for writing states for end users. E.g. used in Smart Post to constantly update delivery status in the overview.
	Create PDF	Document	PDF activity which can merge multiple documents into one PDF, adding bookmarks and watermark to the final PDF. (Currently used only in Smart Post. Will be made available in the standard product).
	Merge document	Document	Document activity merging context relevant fields into a DOCX document. Compatible with merge fields in WorkZone for Office. (Currently used only in Smart Post. Will be made available in the standard product).
	Load Register Object	Data	Loads a WorkZone entity to be used in the process.
	Update Register Object	Data	Updates a workzone entity.
	Insert Register Object	Data	Creates a WorkZone entity.
	Start process	Process	Starts a new process.
	Create Process History	Sub Processes	Creates a history document on the case. The document will contain meta data on the process execution.
	Send to Smart Post	Smart Post	Sends to Smart Post which routes Digital Post messages to eBoks or Straalfors Connect. (Requires an extra license for Smart Post).

Example: Configuration of properties on a user task.