We’ve been hard at work on some big updates to the workflow designer and we’re excited to share some of what’s coming soon. The main goal of v8.0 is Phase 1 of simplifying flow design and improvements are based on extensive feedback from customers and our own Client Services team. We’ve also added a few oft-requested features that we’ll describe below and in future articles.
The improvements fall into multiple areas:
- A redesigned Flow Design Canvas that makes the flow routing clearer.
- Much easier configuration of flow step properties via a new Flow Step Properties Wizard.
- At-a-glance view of properties for any flow step via a new Flow Step Navigator.
- Vastly simplified routing – you can route to users, roles or an email address in a single unified Assignments UI that checks for and prevents errors.
- Get a read-only view of any task that you completed while the workflow is waiting for downstream approval.
- On-demand refresh of searchable fields for a particular form or workflow without requiring admin privileges.
We’ll preview these changes in this and future articles.
Flow Designer Canvas
The canvas is redesigned to be more intuitive and familiar and to display the flow routing more clearly.
It now represents the flow in a flow chart like format with process flow clearly marked with arrows. The arrows are drawn automatically as the step is dropped on the canvas as shown in the figure.
As a designer adds a precondition to a step, the system automatically draws a precondition as a decision box (yellow diamond). The precondition is part of the step that immediately follows it. For example, it is not separately selectable. The designer can specify a user-friendly description of the precondition which is displayed in the decision box.
As before, when a step is selected, the relevant action icons become visible e.g. create a linked step, edit the form associated with a form step etc.
Linked steps display a double box indicating clearly that the step is a copy of a prior step in the flow.
When dragging and dropping either new steps from the palette or existing canvas steps as part of a move operation, the UI will provide clear feedback regarding the drop target. When hovering over a step, the cursor will be modified as usual with the up or down green arrow indicating if the drop will be either above or below. In addition to this, the step that is the drop target will show a flashing green “bulls eye” to indicate the exact place where the step is to be placed. This is intended to head off any confusion about exactly where the designer is dropping and to make it clear that they cannot drop between a step and its precondition diamond.
Stay tuned for future articles and upcoming webinars on V8.0 – it will be released to frevvo Cloud this Fall. Exact date TBD and we’ll announce it here when firmed up.