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CREATE A 'HELLO WORLD' WORKFLOW APPLICATION
| ▪ | Open your local Kontinuum website |
| ▪ | Login with Username and Password given to you by your Kontinuum Administrator |
| ▪ | Select Admin → Workflow from the top menu bar |
| ▪ | Expand the Workflow folder |
| ▪ | Expand the individual folder where you wish to add workflows |
| ▪ | Click once on the folder |
| ▪ | From the popup menu select Add Workflow |
A form will appear in the bottom right frame
| ▪ | Enter the name of the Workflow or Process |
| ▪ | Press the Submit button once completed |
The tree will now refresh with the new workflow just added
| ▪ | From here you will need the following as a minimum for your workflow to function: |
| o | A Subform (Grouping of Questions) |
| ▪ | Expand the workflow you just created |
| ▪ | Click once on the workflow forms folder |
| ▪ | From the popup menu select Add Form |
A form will appear in the bottom right frame
| ▪ | Enter the Display name for the Form (I.e. Main Contact Details) |
| ▪ | Press the Submit button once completed |
The tree will now refresh with the new Form just added
| ▪ | Click once on the form you just created |
| ▪ | From the popup menu select Add Sub Form |
A form will appear in the bottom right frame
| ▪ | Enter the Display name for the Form (e.g. Address Details) |
| ▪ | Press the Submit button once completed |
The tree will now refresh with the new Sub Form just added
| ▪ | Click once on the Sub Form you just created |
| ▪ | From the popup menu select Add Question |
A form will appear in the bottom right frame
| ▪ | Press the Submit button to accept the Answer box type Text box |
You are now creating a question that will display as a Text box
| ▪ | Enter the Display name for the Question (I.e. Address 1) |
| ▪ | Scroll down to the question Data Type |
| ▪ | Select VARCHAR from the drop down list |
| ▪ | Enter 40 in the Size field to right of Data Type |
| ▪ | Place a tick in the Primary Key check box |
| ▪ | Press the Submit button once completed |
The tree will now refresh with the new Question just added
| ▪ | The form is now ready to be used in a workflow |
| ▪ | Click once on the question you just created |
| ▪ | From the popup menu select Properties |
A form will appear in the bottom right frame
| ▪ | Click on the Preview button to the right of the frame |
A window will popup displaying the form just created
| ▪ | Close the popup window to continue designing the workflow |
| ▪ | Click once on the form you created |
| ▪ | From the popup menu choose the Select option |
The screen will refresh and the form you created will be highlighted
| ▪ | Click once on the workflow you created |
| ▪ | From the popup menu choose the Design option |
The top right frame will refresh with the design window
| ▪ | Click once on the + in the design window |
A form will appear in the bottom right frame
| ▪ | Enter, into the Display name field, the name of the step in the workflow (I.e. Customer details) |
| ▪ | Click on the Permissions tab |
| ▪ | Find a User Type and tick the appropriate permissions for this step |
| ▪ | Press the Submit button once completed |
The screen will refresh and the form you created will appear in the design window
| ▪ | In the left frame, click once to expand the Workflow Objects folder |
| ▪ | Click once to expand the Special Gates folder |
| ▪ | Click once on the Stop option |
| ▪ | From the popup menu choose the Select option |
The screen will refresh and the Stop gate highlighted
| ▪ | Click once to the right of the form you dropped into the design window |
The screen will refresh and the Stop gate will now appear to the right of the form
| ▪ | This simple workflow is now complete; all that is required now is to generate the database to store the data |
| ▪ | Click once on the Workflow you have just created |
| ▪ | From the popup menu choose the Make Tables option |
A confirmation will appear in the bottom right frame confirming the database has been created successfully
| ▪ | To start using the workflow, go to Console à Log out |
| ▪ | Login with Username and Password given to you by your Kontinuum Administrator |
| ▪ | Select New à (Your new Workflow) from the top menu bar |
The form you created will appear
| ▪ | Press the Submit button once completed
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