Workflows and instances

Normally, you start automating operations by building a workflow. When you have a workflow, you can then run its real-life instance.

The workflow is a generic blueprint of the operation flow, for example, Supplier onboarding. When you have your workflow lined out, you can use the workflow in real life. This means starting an instance of the workflow. The instance is the applied version of the workflow, for example, Onboarding of supplier X.

Each workflow has steps, forms, and assignees.

  • Steps: workflows consist of multiple steps that are completed in order. Each step defines a clear activity that needs to be executed by a team or individual in your organization. For details, see Steps
  • Forms: while steps define the overarching structure of your workflow and its owners, form fields are detailed input fields required to complete the step, such as work instructions, data inputs like customer IDs, and many more. For details, see About forms and form types
  • Assignees: these are the people responsible for completing the steps they've been assigned to. For details, see Find steps assigned to you