Downloading a Workflow (zip) If you want to make any changes to a Workflow it can be downloaded in ZIP format from the WFP Dashboard and then uploaded to the WFP Editor (Import Zip). To download a Workflow access the Workflow Ver... Windows Editor WorkfloPlus v2.7 Workflow Panel
Windows Editor The Editor makes it easy to create, edit and save workflows ready to be published. The Editor can be installed locally on any Windows computer or laptop. Workflows can be created offline and saved loc... Windows Editor WorkfloPlus v2.7
Adding a Step Steps are the building blocks of workflows. Each step is part of the process, inspection or work that the user is required to carry out. There are multiple-step types, which enable different actions t... Windows Editor WorkfloPlus v2.7
Connecting Steps Workflow steps are connected through drag-and-drop arrows, showing the direction the user is taken through in the workflow. To connect the steps and create a complete workflow, hover over the step you... Windows Editor WorkfloPlus v2.7
Publishing Your Workflow It is only possible to export and publish a Workflow if there are no validation errors. These are displayed at the bottom of the main screen. The associated step in the Workflow will also be highlight... Adding a Workflow Windows Editor WorkfloPlus v2.7 Workflow Panel
Using Different Step Types There are 4 different step types; Instruction, Input, Decision, and Group. Instruction Step: Gives the User detailed information about how a job/workflow should be carried out or operated. Input Step:... Windows Editor WorkfloPlus v2.7
Adding Assets As Resources An asset can be a file attached to a step. This can be a photo / video / document / audio file that user should have access to when completing a step in a workflow.For example, a user might need to re... Windows Editor WorkfloPlus v2.7
Using Groups Group steps allow for the workflow to be broken down into sub-sections (more user-friendly when editing) and is where Form View and Loop Mode can be used. Form Viewgives the User multiple steps on the... Windows Editor WorkfloPlus v2.7
Using Decision Steps A Decision Step will navigate the User to go down a defined path within the workflow, depending on their answer. WorkfloPlus supports decision steps with multiple pathways. In order to add an option t... Windows Editor WorkfloPlus v2.7
Using Selection Steps A Selection Step is created using the Input Step (using the drop-down at the top of the Step Editor Tab) and allows the user to select single or multiple answers from a predetermined list of options. ... Windows Editor WorkfloPlus v2.7
Using Fail Paths A Fail Path can be used to guide the user down a different path within a workflow if certain defined parameters are not met. For example, if a thermostat reading needs to be between 20 and 30 degrees ... Windows Editor WorkfloPlus v2.7
Using Markdown To Format Text Markdown is a lightweight markup language that you can use to add formatting elements to plaintext text documents, it’s purpose is to give your document a better style without using HTML or CSS langua... Windows Editor WorkfloPlus v2.7