Workflow Elements

Workflows are composed of various elements, each playing a crucial role in building the processes:

  • Trigger: It's the action that initiates the workflow. In case of AccessNow it's usually user request, but it can also be started by predefined system events.

  • Steps: Configurable units representing individual stages of a process, often defined by actions required to move to the next step. Each step is configured separately and can let you configure detailed elements like e.g. step actions and decisions, step form fields, or choose notification Email templates.

To seamlessly configure the workflow steps, the following elements should be created in advance:

  • Approver Groups Sets of users with permissions to approve certain requests made through the workflow. Approver groups are associated with specific workflow steps or Command Centre access groups.

  • Command Centre Access Groups Each Command Centre Access Group determines access to a selected Command centre area. Refer to the Command Centre guide for detailed explanation.

  • Search and Drop-Down Lists Lists of values used in the forms utilised by the workflow.

  • Email Templates Predefined messages sent automatically at specific workflow stages, facilitating communication and notification.

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