Classic workflow tool vs. workflow designer
Civic Platform provides two options for designing workflows:
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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.
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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.
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. |