Workflow

This page introduces the DecisionRules Workflow feature, highlighting its key capabilities and applications.

Workflow Basics

Workflows represent a new feature category within DecisionRules, enhancing the platform's capabilities. They integrate seamlessly with existing rules, maintaining a familiar structure. Workflows are built by placing nodes on a canvas and connecting them with lines, with various node types available.

Workflow overview

Creating Your First Workflow

To start, click the Create button in the main menu and select the Workflow tab. You can choose to create a blank workflow (check the Workflow Limits page if needed). After creation, you’ll see a blank workflow Designer. Review the settings, similar to other business rules, and then move to the Designer tab.

Create Rule wizard

The Workflow Designer

The Designer features a canvas with a single Start node. On the right side, you’ll find several tabs, with the Palette being the most important for now. The Palette lists all available node types with brief descriptions. To use a node, simply drag it from the palette onto the canvas.

Once a node is on the canvas, click it to open its detail settings. Each node type has different configuration options depending on its functionality. For detailed information on each node type, check the Workflow Nodes Overview.

Node modal opened in Workflow

With the tutorial below you will be able to create a simple workflow and discover node types within Workflow.

Create a Workflow