Visualising workflows

We love it when customers push the boundaries of the agileBase platform. There are always new ideas to explore.

Our latest update was inspired by a couple of customers who’ve built a lot of process automation using the agileBase workflow engine. They want to take things even further but are starting to see the need for a map of all existing workflows so they can see everything in context and check the order in which things run.

One customer has close to 150 workflow automations so being able to manage them all in one place is highly appreciated.

We’re pleased to announce a new element of the agileBase usage dashboard – Scheduled Workflows. To see this, click the bird icon at the top left of the homepage and select ‘usage dashboard’. Then just scroll down past the first few metric visualisations.

The screen shows workflows categorised by when they run – every 5 minutes, 10 minutes etc. up to daily at times you specify.

Workflow chains are marked out – that’s when a workflow has multiple linked steps, for example generating an invoice PDF then emailing it to a customer.

The icon for each workflow shows what type it is, e.g. a Chaser for sending emails and gathering feedback, a workflow to create new records or a document generator.

Workflows which are currently scheduled show a green icon – hovering over it shows the time it’s scheduled for.

Finally if any errors occur, the workflow is highlighted in red with an error description.

Clicking on any workflow will take you to it in the admin interface where you can edit its details.

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