Workflow definition

Workflow definitions specify how workflows operate in Casewhere. In Casewhere Admin, navigate to Workflow Definitions to create, edit, and manage workflow definitions like any product resource.

Create workflow definition

Click Create, the Create Workflow Definition editor will appear as below.

Configure general settings

You need to set up the following when creating a new workflow:

Field	Description
Name	Workflow name must be unique
Display Name	The name appear on the workflow dialog in the worker site
Tag	To facilitate searching. Like any other Casewhere resources, you can use tags to manage workflows. This field is optional
Used For Creating New Cases	Check if the workflow creates a new case. Learn more about case creation logic.
Accept Input	Check if the workflow can accept data object(s) as input
Require Input	Check if the workflow requires input to function
Accept Multiple Inputs	Check if the workflow accepts multiple data objects as input
Automatic Workflow	Automatic or UI workflow. See workflow overview for more information
Non-persistent Workflow	When enabled, the workflow is created in memory only and will not be persisted in the database. This setting can help improve performance significantly, especially when maintaining the workflow state is unimportant, e.g., read-only workflows. This field is available only for automatic workflows.
Hide Step Pane	When enabled, Casewhere will hide the step pane in the workflow wizard. This field is available only for UI workflows
Window Size	Large, medium, or small. Though it is totally possible to customize the theme for workflow size, using these three options is sufficient for most cases. This field is available only for UI workflows
Description	This field is optional. You can use it for documentation

Configure data classes

You must specify which data classes your workflow will create or update. Workflow definitions are not tightly coupled to processes — you can use the same workflow definition on cases from different processes. For a workflow to execute on a case successfully, that case must support the same data classes.

Note: A workflow requires at least one data class configured to run. If your workflow does not create or update any data, you still need to select a data class from the process your workflow is intended to run in.

Edit workflow definition

Select a workflow definition and click Edit. The Edit Workflow Definition editor will appear as below:

This editor is where you design the workflow's steps and activities and control how Casewhere navigates and executes them. Learn more about workflow navigation.