Introduction

SoftExpert Workflow has widgets that allow the user to perform certain operations more easily.

To do so, it is necessary to create a portal and associate the available widgets of the Workflow component.

See below the main widgets of this component:

Start workflows

When you configure this widget in a portal, fill out the widget Title and its Object (All, Incident, or Problem). In the Orientation by section, check the Process model option to define that the workflows will be based on template processes or the Workflow type option to define that the workflows will be based on workflow types. In the View by section, indicate whether only workflows Authorized to start or only workflows Selected by the user will be displayed.

This list can display All workflows, only Favorite workflows, Recently started workflows, and Most started workflows. 

The workflow list will vary according to the user accessing the portal. To start a workflow, simply select it. Then, a pop-up window will open for the user to enter the Title. After entering it, click on Start to start the workflow.

Activity tracking

When you configure this widget in a portal, the process tasks will be listed. This widget can only be accessed through the External user portal (CM030). The records will be viewed in a card or in a list. Moreover, it is possible to filter tasks by "ID #", "Title", "Deadline", "Status", "Executor", "End", and more.  

In the Execution tab, after selecting a task, click on Execute to start it or on View to access its data. In the Tracking tab, it will only be possible to View the data of the selected task.

Workflow start

Displays a chart with the names of users who have started workflows.

Workflows in progress

Displays a chart that presents the workflows in progress based on status (on time or past due).

For further details on editing analyses through charts, refer to the Chart configuration article.

Closed workflows

Displays a chart that presents the closed workflows based on status (on time or past due).

Processes

Displays a chart that presents workflows started by a template process.

Workflow type

Displays a chart that presents workflows started by a workflow type.

Status

Displays a chart that presents the workflows based on their status: closed, in progress, cancelled, or postponed.

For further details on editing analyses, refer to the Chart configuration article.