Generating QR Code for Workflow At the top of the Workflow Panel you will see a QR button. Clicking on this will automatically generate a unique QR code which can be printed or shared as required. You can add a Job Title and Metadat... QR Codes WorkfloPlus v2.7 Workflow Panel
Viewing Workflows View workflows by selecting workflows in the navigation panel. Once selected this will open up the View Workflows panel on which you will see a list of all workflows. To open the workflow details pane... WorkfloPlus v2.7 Workflow Panel
View Workflow Events Athe top of the Workflow Panel is a link to view Workflow Events. This will show you all activity that has taken place in relation to the Workflow, for example, when it was created, updated, approved ... WorkfloPlus v2.7 Workflow Panel
Viewing Jobs via Workflow Panel To view Jobs completed on a specific Workflow click on View Jobs (the icon looks like a briefcase). The Job Panel will be looked at in more detail in the following section JOBS PANEL .... Jobs Panel WorkfloPlus v2.7 Workflow Panel
Uploading a New Workflow To upload a new workflow file press the plus icon in the “New Workflow” panel and select the workflow ZIP file from your computer. After selecting the file, the Name and Description are populated from... Adding a Workflow WorkfloPlus v2.7 Workflow Panel
Uploading a New Workflow - Live/Draft/For Approval When a new workflow is added it can be set to either Live (default), Draft, or For Approval. Clicking on the Advanced tab at the bottom of the Workflow panel allows you to give access to the DRAFT or ... Adding a Workflow Version Control WorkfloPlus v2.7 Workflow Panel
Workflow Tags Workflow Tags can be typed and entered in the Workflow Panel. A Workflow Tag can be used to allow for easy searching within the Workflows and Jobs panel. Integrations can also be set up to fire based ... WorkfloPlus v2.7 Workflow Panel
Setting Workflow Permissions WorkfloPlus allows you to control which users and groups can access individual workflows. Permissions can be set for each individual workflow in the Workflow Details Panel. To set permissions, select ... Permissions WorkfloPlus v2.7 Workflow Panel
Workflow Integrations If any integrations have been set up for the Workflow then they can be viewed by clicking on VIEW INTEGRATIONS. There are 2 types of integration: Email and HTTP. To add a new integration for your Work... Integrations WorkfloPlus v2.7 Workflow Panel
Assigning a Report Template to a Workflow When a job is completed a PDF report is generated automatically. This can either be manually downloaded from the job panel or fired automatically as part of an Email Trigger. By default a standard Wor... Report Templates WorkfloPlus v2.7 Workflow Panel
Adding a New Workflow Version To add a new version of an existing Workflow click on the plus button on the relevant Workflow panel: This will open a New Version panel and the new Workflow zip file can be added. You can set the new... Adding a Workflow Version Control WorkfloPlus v2.7 Workflow Panel
Managing Workflow Versions The current workflow version can be found in the Workflow details panel and will display the date and time it was last updated. To view previous versions click on the back arrow icon. The active Workf... Version Control WorkfloPlus v2.7 Workflow Panel