Description:

This step is used to set the workflow states while executing the instance. For e.g. a buisness proposal life cycle has these stage; Pre-proposal, RFP/Opportunity, Pre-writing, Submission, Award, Progress Management and Follow Up. We can configure the workflow with appropriate life cycle stages using this process step. The current stage of business proposals (during run time) can be easily identified during process instance review. 

Usage:

Example:

Let’s build and execute the “setWFStateDef” example.          

• Create a new definition called “setWFStateDef”
• Select the definition and click the “design” button
• Drag a “setWFState” step from the toolbox
• Connect the dots between the start and “setWFState” step
• Click the "setWFState" step to configure its "Required" properties. Provide a name to the step. Describe process instance state. Click the Save button.  

• Click the "routeForm" step to configure its "Required" properties. Provide a name to the step. Provide the task name. Select the Form Definition from the drop-down list. Provide the variable/global reference to hold the form instance ID. Click the Save button. 

• Click the "routeForm" step to configure its "Optional" properties. Click the button to configure the users to route the Form. A popup window is displayed for configuration. Search and select the user and click the Save button. In this example, the “variable.initiatorID” system variable is used to route the Form to the user who has initiated the new process instance. 

• The “Logging” setting configuration is necessary for documentation and also measure the workflow progress and the percent complete. This is acheived by configuring the step state and percent fields individually as shown in the images below. Configure the “Logging” using the following properties.

• Save the process definition, create a process instance, and execute. The instance should be updated with the latest executed state step value. In the following example, the setWFState step measures the user's feedback submitted through a process workflow. The process “State” identifies the process flow during runtime.  

• The workflow below shows the process iterating for the user's feedback rating < 8.  

• The workflow is complete for the user's feedback rating >= 8. 

Definition Sample:

You may download the sample definition(s) from the link here and later import it (drag-drop) to your FlowWright Process Definition (XML file) or Form Definition (HTML file) page.

NOTE: Please verify and complete the process steps for any missing configurations, such as file path references and database connections after import. Then, save the definition to confirm the changes.

Click here to download the sample file.

Click here to download the loop sample file.