Create add-object workflow

Introduction

In this tutorial, you will learn how to create a workflow to add a new book to your bookstore.

Guide

  • Step 1. In Casewhere Admin site, navigate to Workflow Definition

  • Step 2. Click Create button

The Create New Workflow definition dialog will appear

  • Step 3. Config General setting tab as below
Field name Actions
Name Fill in "Add new book"
Display Name Fill in "Add new book"
Used For Creating New Cases ☑
Window Size Select Medium

  • Step 4. Switch to Data classes tab

Click Select data classes drop-down, and select "CwBook"

image-20211104145552710

Tip: The data classes you just select is the one you made in Create a data class step

Click Save

  • Step 5. Edit Workflow Definition: Add new book dialog will display

Drag and drop Form activity definitions from Add Activity Definitions panel to the Step 1 container

image-20211027164108502

  • Step 6: Create Activity Definition: Form will show up.
Field name Actions
Name Fill in "Add new book"
Display Name Fill in "Add new book"

image-20211027164312876

  • Step 7. Click Add button to open the Add Data source dialog.
Field name Actions
Data Class Select "CwBook"
Name CwBook
Reference Type field Select "Single Object"
Reference To Select "New Object"

image-20211104145756731

Click Save

  • Step 8. Drag and drop these fields into form canvas:
    • Title
    • Genre
    • Price
    • PurchaseDate

After drad and drop all 4 fields as show below, click on Save & Close.

image-20211110105951037

Good job! You are ready to use this workflow definition in your next step - Create a widget button