Creating Workflows

Beautiful Visual Designer

There are two visual designers included in our software. Our graphic designers and UI specialists have made every effort to make the workflow creation not only easy and intuitive, but also providing aesthetic satisfaction.

Separating Business Logic for better readability

The main designer is used to define the business logic of the process (process phases, phase transitions, roles involved in the process, etc.). It is separated from the designer for defining automated activities (such as emailing, creating items in lists, mathematical calculations, etc.). Separation is intended to achieve greater readability of the business logic.

Forms Designer

The third complementary part of the Datapolis Workflow Designer is the form wizard. Extremely easy to use, it allows you to create simple and complex forms by simply dragging form fields, defining their parameters, and relationships between  fields.

Flexible and Dynamic Permission Management

Datapolis Workflow Designer allows you to create any number of roles involved in the process. Participants in roles can be SharePoint users or SharePoint groups. Users can be added and removed from the role dynamically during the process.

Deep Diving to SharePoint

Get data from anywhere in Sharepoint. Update items in libraries and lists on different sites. Datapolis lookups which allow advanced operations on SharePoint data may be  used within activities, functions, or forms

Reach List of Activities and Functions

Datapolis Process System has been developing since 2008. There are plenty of functions and activities available out of the box, which we have added to the product since that time.

SDK

Datapolis Process System is an open system. You can create and add your own activities and functions for later use in the designer when creating workflows.

Sharing Workflows

The created workflow can be assign as “Shared”.
Each “Shared” workflow becomes available in the designer as functionality and can be used in other workflows. For example, if we assign a “Car Hire” workflow as Shared, we can use “Car Hire” functionality in other workflows (eg: “Delegations”).

Using Workflows

Interface Integrated with SharePoint lists

The workflow user performs assigned assignments using an interface that is integrated with the SharePoint list. Using the context menu, user can select and perform workflow action assigned to the role in which he is assigned.

Clear Information About the Workflow phase

The Sharepoint list on which the workflow is defined has 2 additional columns. First tells in what phase the workflow is, the second one informs about whether the workflow is processing or completed.

Permissions for Viewing/Editing list element 

Datapolis Process System enables flexible management of permissions for Sharepoint list elements. The workflow user can only see the fields to which has right the role in which the user is assigned.These permissions can change dynamically depending on the process phase.

Launch Workflow Action and Fill the Form

Forms are closely related to workflow actions. Often, when user launching an action must also complete a form associated with this action. For example, by refusing a request we may be asked to fill the form and state the reason for the rejection.

Workflow System Management

Central Administration

Central Administration facilitates the management of the workflow environment. In CA, you can define permissions for creating workflows, manage the scope of solutions, or manage substitutions. With CA, you also manage business report settings.

Visual Workflow History

Each workflow has an easy-to-read history of its course graphically presented. The history shows who and what done in the process, where downtime occurred, what data was entered in the forms, and whether and where errors occurred in the process.

Advanced Reporting

Datapolis Process System has a module that allows you to create advanced business reports based on the history of completed and running workflows. The reporting tool has built-in basic reports. It also allows you to create new reports and modify existing ones.

Automatic Documentation Generator

The documentation generator reads through a workflow sequence, processes all the states and actions, and lists them all with users responsible for them in the single document. The documentation created that way is ready for reporting and compliance.

Monitoring of Performance

Sharepoint environment requires special attention to performance. Datapolis Process System has a module to monitor and report on workflows for performance. This module can point to places slowing down workflows and potentially endangering system stability.

Migration between Environments

Datapolis Process System allows you to migrate entire workflow solutions. It is possible to package selected lists (with or without data), workflows and workflow applications, and create an installer ready for installation on any Sharepoint environment.

Licensing overview

 

Datapolis Process System is available in the following licensing plans: