WorkflowGen: Create Workflows and Forms

There are several steps involved in developing web-based forms with defined business process pathways using WorkflowGen. These include identifying the process, process participants, and process data, plus designing the webform that will be viewable by "actors" and "requesters."

We recommend that before moving an existing process to WorkflowGen, departments should complete a full business analysis to ensure the process makes sense and is efficient.

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Create the Process

Access the System

Request Department Implementation
Understand How the System Is Set Up

Create a Workflow and Form

Create a New Process
Set Up Participants
Create a Form

Manage the Workflow

Work with the Workflow

Add an Action to the Workflow
You can also work with conditions by adding a couple more actions to the workflow: Manager Approval and CFO Approval.

See parameters and processes sections in the WorkflowGen 6.6.0 Administration Module Reference Guide.

WorkflowGen 6.6.0 Administration Module Reference Guide

Communicate with Users

Create Email Templates

Manage Users and Groups

Use Grouper

Understand How Grouper Manages User Access
Migrate Between Instances
Create Folders
Manage Folder Permissions
Grouper Self-Help Guide