Workflow Builder

Introduction

Welcome to the Workflow Builder—an innovative platform designed to simplify workflow automation within the CMiC Enterprise ecosystem. Whether you're automating approval processes, handling updates, or triggering specific actions, Workflow Builder offers a structured, yet flexible approach to designing workflows that meet your organization’s operational needs.

What is Workflow Builder?

Workflow Builder allows users to create automated workflows without writing any code. By selecting predefined program "Objects" and configuring triggers, actions, and conditions, users can design workflows that are customized to their specific business requirements. This user-friendly platform empowers teams to focus on improving efficiency without needing deep technical expertise.

Why Use Workflow Builder?

  • No Coding Required: Users can build complex workflows without needing to write code. Instead, the system guides users through the process of selecting objects, triggers, actions, and conditions, making workflow creation accessible to a broad range of users.

  • Structured Workflow Creation: Workflow Builder uses a guided approach to workflow design. Users start by selecting a program "Object" that defines the workflow's scope. Depending on the selected object, relevant triggers can be chosen to initiate the workflow process.

  • Flexible Workflow Design: Once a trigger is selected and saved, users can add steps. Each step prompts users to define actions and conditions, which dynamically adjust based on the object. Actions may include tasks like adding an approval step, posting a record, or sending an email. Clarifying questions, such as how to identify the approver for an approval step, help users configure each action.

  • Visual Workflow Representation: As each step is added, a new node appears in the workflow diagram, visually representing the process. This helps users track the workflow's sequence and make adjustments as needed by continuing to add or modify steps.

Who Should Use This Tool?

Workflow Builder is ideal for:

  • Business Analysts who need to create workflows without needing technical expertise or coding knowledge.

  • IT Professionals seeking a structured, configurable way to automate processes within CMiC Enterprise.

This tool is perfect for teams working within CMiC that want to improve process automation and efficiency. Its code-free, object-based approach allows users to create workflows tailored to their business needs.