Workflow Designer Guide
The Workflow Designer is a visual drag-and-drop tool for building, configuring, and publishing automated business processes.
Creating a workflow
Every workflow starts with a definition. Navigate to Workflows → Create New Workflow and fill in the basic details.
- Enter a workflow name (bilingual: English and Arabic labels are both supported).
- Add a description so portal users understand the workflow's purpose.
- Click Save, then click Design to open the canvas.
- Drag steps from the left palette and drop them onto the canvas.
Adding and connecting steps
Steps are the building blocks of a workflow. Connect them by dragging from one step's output port to another's input port. You can reorder, duplicate, or delete steps at any time.
Step types
Form
Collect structured data from a user. Supports text, numbers, dates, dropdowns, file uploads and more.
Approval
Route a task to one or more users for approval or rejection. Supports sequential and parallel approvals.
Notification
Send an email or in-app notification to a user or group. Fully bilingual — Arabic and English templates.
Automated action
Trigger a system action automatically — such as calling a web service or updating a record — without user interaction.
Condition
Branch the workflow based on data values. For example: if the amount is above 10,000, route to senior approver.
Web Service
Call an external REST API or SOAP service. Integrate with ERP, HR, finance, or any third-party system.
Conditions and branching
Add Condition steps to create decision points. Each branch leads to a different path in the workflow. You can combine multiple conditions using AND/OR logic. Field values from previous Form steps are available as variables.
AI assistant
The built-in AI assistant can suggest next steps, detect bottlenecks, and even generate an entire workflow from a plain-language description — in Arabic or English.
Publishing a workflow
Publishing makes a workflow available to portal users. Unpublished workflows remain in draft state and are invisible to end users.
- Open the workflow and verify all steps are correctly connected.
- Click Publish in the top toolbar.
- The workflow status changes to Published. Portal users can now start new instances.
Report designer
Use the Report Designer to create custom reports based on workflow data. Reports can be scheduled, exported as PDF, and displayed in dashboards. The designer supports bilingual column headers and Arabic-formatted dates and numbers.