Workflow Designer

A workflow ensures that a process going through it is approved by appropriate personas within the team. During product development there are several stages at which approvals are required. A manual process is prone to human errors and delays. An automated workflow ensures accuracy and increases the overall efficiency.

The Workflow Designer lets you create a workflow template for different phases of your product. You must be a Product Owner This is a predefined role. to create a workflow template and a product team member to be a reviewer in the workflow. After you create a workflow template, you can provide controlled access to the template to ensure that the workflow is used appropriately.

Creating a workflow template

Providing controlled access to workflow templates

Creating a workflow template

1. Log on to the Lazsa Platform, navigate to Products and click a product for which you want to create a workflow template.
2. On the Product page, click the ellipsis (...) at the top-right corner of the page and click Configure Workflow.
3. In Workflow Designer, click + to create a new template.
4. Provide a template name and click Save.
5. Select the type of workflow from options provided in the drop-down list:
   1. Sequential workflow
   2. Parallel workflow
   3. Hybrid workflow
6. The Start node is added by default. You can neither configure it nor delete it. Click + to add more nodes to the workflow.
7. Click a node to add configuration details. Enter Level Name.
8. For Step Type, do one of the following:
   1. Select Approval, select Reviewers and click Save.
   2. Select Service Provider. Enter title and description and select Service Provider from the drop-down list. Currently Service Now is the available option, by default.
9. To delete a node, click on the node. Under Configuration Details, click the Ellipsis and click Remove Node.

Providing controlled access to workflow templates

1. Click the Access Control tab in the Workflow Designer.

2. Select the phase and object for which you want to provide controlled access. Click Assign Template. Select the workflow template and click Assign.

3. Enable Override Allowed. This lets a user who initiates a workflow to select a template apart from the one that is currently assigned.

Your workflow template is created and controlled access is assigned to the template. You are ready to initiate workflows now!

Recommended Topics

What's next? View Product Options