Classic workflow tool vs. workflow designer

Civic Platform provides two options for designing workflows:

  • Classic Workflow Tool

    This tool provides standard workflow configuration styles based on the Classic Administration user interface. When designing the task relationships with the Classic Workflow tool, you must determine the position of each task in the workflow, and use proper phase numbers as indicators to the positions.

  • Workflow Designer

    This tool is the next generation of workflow design. Workflow Designer provides a graphical user interface and is simpler and easier to use. Workflow Designer contains the same functionality as the Classic Workflow tool, but has the added benefit of letting you see a visual representation of your workflow while you design it.

    You can view and edit workflows created in the Classic Workflow tool with Workflow Designer, and vice versa.

The Classic Workflow tool enables you to save incomplete workflows, while Workflow Designer does not. When you attempt to open a partially designed workflow in Workflow Designer, an error message displays, and the workflow fails to load. In this case, you must open and edit the workflow in the Classic Workflow tool first.

Best practice is to create all your workflows in Workflow Designer, unless the features are unique to the Classic Workflow tool.

Which tool should I use

Workflow Configuration Task Which Tool to Use How to Access
Basic workflow configuration Workflow designer

Navigation path: Administration > Administration > Workflow designer

Documentation: Workflows .

Basic process configuration
Process task configuration
Task status
Task status' email setting
Task's proximity alert
Task specific-information definition
Task status' report setting
Email template
Troubleshooting opening a workflow Classic workflow

Navigation path:Classic Admin > Tools > Workflow

Documentation:Troubleshooting with classic workflow tool.

Workflow blockout Classic calendar administration Navigation path: Classic admin > Tools > Calendar > Calendar
Task's activity Workflow and activity administration

Navigation path: Administration > Workflow & activity

Documentation:Add or edit workflow task security and Record-related activities.

Workflow security
Task standard condition Condition administration

Navigation path: Administration > Conditions > Conditions

Documentation: Conditions.