How do I create a workflow template in Aconex?

How do I create a workflow template in Aconex?

Click Workflows in the Module Menu. Then, under Create New, click Template….You can give them the option to:

1. change how long steps take.
2. change who’s involved in the step.
3. skip steps in the workflow.

How do I create a personal workflow?

Here’s what that workflow might look like:

1. Write down every task and step you can think of on a whiteboard or piece of paper.
2. Talk to colleagues or experts to fill in any blanks.
3. Break large, multi-step tasks down into single steps.
4. Group tasks into milestones.
5. Prioritize tasks by most important.

Does Microsoft have a workflow tool?

Recently, Microsoft released an exciting extension to Office 365, known as Microsoft Flow. Microsoft Flow is a cloud-based application that automates workflows across your favorite web-based services. Microsoft is making it easier for every business to transform how people work.

Where can I create a workflow diagram?

Create a flowchart

1. Click the File tab.
2. Click New, click Flowchart, and then under Available Templates, click Basic Flowchart.
3. Click Create.
4. For each step in the process that you are documenting, drag a flowchart shape onto your drawing.
5. Connect the flowchart shapes in either of the following ways.

What is a workflow template?

Workflow templates are non-editable workflows that exist in the generic version of Business Central. The codes for workflow templates that are added by Microsoft are prefixed with “MS-“. Another way to quickly create a workflow is to import an existing workflow that you have on a file outside of Business Central.

What is workflow transmittal?

Services organizations have been using transmittal workflows for years. The process consists of collecting multiple documents — some contractual, some operational and some informational — and attaching a summary cover sheet to create a deliverable package.

Can you create a workflow in teams?

Create a new flow in Teams Click on the Flow tab and Sign in. Then, click on the Create from template button. Select the template titled Start approval for new documents and notify via Teams. Clicking on the template, will open the Flow designer.

How do you create a good workflow diagram?

Five Tips for Better Flowcharts

1. Use Consistent Design Elements. Shapes, lines and texts within a flowchart diagram should be consistent.
2. Keep Everything on One Page.
3. Flow Data from Left to Right.
4. Use a Split Path Instead of a Traditional Decision Symbol.
5. Place Return Lines Under the Flow Diagram.

Where do I find templates for my workflow?

The () menu opens a list of the workflow and job templates that are currently available. The default view is collapsed (Compact), showing the template name, template type, and the statuses of the jobs that ran using that template, but you can click Expanded to view more information.

What are the steps in creating a workflow?

Requesting and granting approval to create new records are typical workflow steps. On the Workflow page, users can create a workflow by listing the involved steps on the lines. Each step consists of a workflow event (moderated by event conditions) and a workflow response (moderated by response options).

How to add extra Vars to workflow template?

If you want to be able to specify extra_vars on a schedule, you must select Prompt on Launch for EXTRA VARIABLES on the workflow template, or a enable a survey on the workflow template, then those answered survey questions become extra_vars. When you have completed configuring the workflow template, click Save.

What do surveys do in a workflow template?

Workflows containing job types of Run or Check provide a way to set up surveys in the Workflow Job Template creation or editing screens. Surveys set extra variables for the playbook similar to ‘Prompt for Extra Variables’ does, but in a user-friendly question and answer way. Surveys also allow for validation of user input.