The entire process of Branding Design Request can be presented in the following figure:
In this figure,
- An ellipse represents a state of the document being routed at a particular time. For example, "Submitted" indicates that the customer has already submitted the request for branding design.
- An arrow represents a transition (aka "action") from one state to another. For example, "Start working" is a transition that moves the request from "Submitted" to "Design Pending". A transition is displayed to the end-user as a button.
- The solid dot at the top-left corner indicates the start of the document. There can only be one transition fans out from this initial state and usually named as "Create", which moves the document to the initial state, e.g. Draft.
- The 2-circle dot at the bottom-right corner represents the final state of the document. A document reaches one of the exit states, e.g. Done, the workflow is considered to be completed.
How to design
While designing the workflow, use FLOW tab to design the process.
To add a new state, click on NEW STATE button as in the following video:
To edit an existing state, simply double click on the corresponding ellipse.
To add a new transition, click on "NEW TRANSITION" button
To edit an existing transition, double click on the transition and change the properties in the panel below.
While entering the name of the transition, you can also use placeholders to make it more user-friendly. For example, you can name a transition as "
Return to {{owner.name}}
" and the button representing the transition will show "Return to Jackson Miller" during run-time.
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