Workflow Visualization Guide
This guide provides step-by-step instructions for creating, configuring, and managing Workflow Visualizations within Clevr’s Form Management system. It covers how to assign roles and permissions, define workflow stages (statuses), establish assignment rules, and set up transitions and automation between workflow states. The document also explains advanced configuration options such as grid and listings display, notifications, record locking, and form scripting—enabling users to design efficient, role-based workflows that visually track and manage form processes from start to finish.
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Workflow: How to Create or Edit a Workflow
Workflows are configured in the form management card and the editor. You can set multiple Workflows per form if desired. To give a role access to workflows go to the Configuration menu, click on clevr Configuration, go to Roles, find the role that ...
Workflow: How to turn Workflows on in the Form
At this stage, and prior to moving to the Transitions and Advanced tabs, jump into the Editor to turn this Workflow on in the form. Helpful tip, if you have missed making the Workflow Active, you will not have success doing this next piece so make ...
Workflow: How to Add Statuses
The Statuses that are part of the Workflow are defined on the Statuses tab. You can add as many statuses as you need by clicking + Add found on the right. You can also choose an icon for the Status, a colour, name it what you want, and you choose the ...
Workflow: How to Assign the Workflow
The Assignment Rules tab is where you assign who will be part of the Workflow. You can label the Assignee Label whatever works for you, for example you can label it “Owner” or “Who Owns the Workflow” or “Awaiting Feedback From”. You can add a ...
Workflow: How to View How a Workflow Looks on a Record
To view how this Workflow now looks on a record, go to a record. We haven’t set up any transitions yet, so right now it is set up that the Workflow will be managed by those assigned to Workflows manually moving through the Workflow. Here is an ...