Introduction
The Business Process Designer is the central workspace offered by FlowOn BPM, providing a comprehensive environment to visually model, design, and configure business processes. This workspace enables consultants and citizen developers to create, modify, and fine-tune each stage of a business process, as well as establish the logic and rules that drive transitions between stages.
With its intuitive interface, the Business Process Designer allows users to handle even the most complex workflows, from simple linear processes to multi-branching decision trees, making it a powerful tool for building flexible and scalable business operations.
Key Capabilities of the Business Process Designer:
Stages Design & Configuration:
Users can define the individual stages of the business process, specifying the activities that will take place in each stage. Stages represent the key steps in the workflow, and can be arranged in any order, supporting both sequential and non-sequential logic.
Within each stage, users can configure the following task-related elements:
Stage Owner:
Each stage can have a designated owner, which can be an individual user or a team. The owner is responsible for overseeing the tasks within the stage, ensuring accountability and smooth execution of the tasks.
Task Assignment Strategy:
FlowOn BPM offers multiple strategies for task assignment at each stage:
| Task Assignment Type | Description |
|---|---|
| Custom Single | Dynamically assigns the task to a single user or team based on the output of a logic flow invoked at the stage's entering phase. |
| Custom Multi | Dynamically assigns the task to multiple users or teams based on the output of a logic flow invoked at the stage's entering phase. |
| Assign to User | Automatically assigns the task to a specific user according to predefined rules or role-based criteria. |
| Assign to Team | Assigns the task to a designated team, with one member of the team handling the task. |
| Assign to Every Team Member | Distributes the task to all members of the assigned team, ensuring each member has the task available for completion. |
Task Due Date:
Each task within a stage can have its own individual due date. This ensures that tasks are completed within a designated time frame, allowing for precise control over task timelines and preventing delays.
Task Completion Criteria:
Define the specific criteria that must be met for a task to be marked as complete. These criteria can include data entry validation, approvals, or adherence to business rules. The task will only be marked complete when all defined conditions are satisfied.
Flows or Business Processes on Stage Entry/Exit:
At each stage, you can configure specific flows or business processes to be triggered either:
Upon Entering the Stage: When a stage is activated, predefined logic or processes can be triggered. For example, actions like sending notifications, updating records, or executing custom logic based on workflow conditions can occur.
Upon Exiting the Stage: Logic or business processes can also be triggered when exiting a stage, such as finalizing data, initiating the next steps, or triggering additional automated tasks in the next stage.
Stage Transitions Setup & Configuration:
Transition rules define how the process moves from one stage to the next. These transitions can be driven by specific conditions, decisions, or business rules, enabling dynamic branching through decision trees or tables. This allows the process to adapt based on user inputs, system data, or external events.
Business Process Properties
In addition to configuring stages and transitions, the Business Process Designer allows users to set up essential process-level properties. These properties provide important metadata that influences how the business process is managed and executed.
Key properties include:
Owner:
The owner defines who is responsible for overseeing the entire business process. This can be assigned to an individual user or a team, ensuring the right personnel are accountable for the process as a whole.Title:
The title of the business process can be dynamically set based on context or specific data. This allows for better identification and classification of process instances, especially when working with multiple instances or when interacting with various stakeholders.Due Date:
A due date can be assigned to the overall process to ensure that the entire process is completed within a specified time frame. This is particularly useful for time-sensitive workflows where delays could impact business operations or compliance requirements.
Streamlined Process Modeling
The Business Process Designer also supports real-time previews, enabling consultants to view the process as they design it. Each change to stages, transitions, or properties is immediately reflected, allowing for iterative improvements and adjustments. This makes it easier to align the business process with organizational goals while ensuring compliance with internal policies.
By providing a flexible and user-friendly workspace, the Business Process Designer makes it possible to build, test, and refine business processes before they are deployed in production. It is a key component of FlowOn BPM, empowering users to transform business logic into automated workflows that are both efficient and adaptable to changing requirements.