Help Topics

Visual Workflow

Visual workflow, sometimes referred to as write-back, is a common analytics feature within software applications. It incorporates transactional capabilities directly within the analytic user interface. Analytics is sometimes very tightly integrated with application functionality.

When should I use workflow vs process builder?

Process Builder lets you access fields on every related record. In Workflow, you can reference fields on the record’s parent. Process Builder, on the other hand, lets you access the fields on any related record, no matter how far away that record is.

What is workflow rule?

A workflow rule is the main container for a set of workflow instructions. These instructions can always be summed up in an if/then statement.

When would you use a workflow?

A workflow engine is useful when you need to go from a start to a finish but there are many different paths/logic/rules to get there. For example, let’s say I write a program that publishes content. So, in my case, the publishing goes through a review process, legal, and then final approval.

What is the benefit of visualizing your workflow?

A picture is worth a thousand words! Having said that, it is essential to have a clear visualization of your workflows. There are software that neglect to provide such information to their users. If you want to have more data and information regarding your workflows then it is totally recommended to use a vendor that provides Workflow visualization. See the full article for more details.

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