Every Step in Workflow represents an Activity from one the following four groups:
Allows sending simple notification to one or more users.
Settings
| Setting Name | Possible Values | Setting Purpose |
|---|---|---|
| Step name | - | Custom name for the Workflow Step |
| Notification type | Smtp, Mail, SignalR | Selecting means to deliver the notification. Use Smtp for sending email notifications using Templates. |
| User info field | Multiple Choice Catalog | Lists user or a list of users, selected from the current Component’s list of users |
| User group | Multiple Choice Catalog | Group of users (obsolete/deprecated) |
| User name | Multiple Choice Catalog | A specific user to receive a notification. User’s account email will be used as a To address for the notification if Smtp is selected. |
| Message | - | Message that will be send as a notification |
Allows sending notifications using pre-set templates.
Settings:
| Setting Name | Possible Values | Setting Purpose |
|---|---|---|
| Step name | Custom name for the Workflow Step | |
| Notification type | Smtp, Mail, SignalR | Selecting means to deliver the notification. Use Smtp for sending email notifications using Templates. |
| User info field | Multiple Choice Catalog | Lists user or a list of users, selected from the current Component’s list of users |
| User group | Multiple Choice Catalog | Group of users (obsolete/deprecated) |
| User name | Multiple Choice Catalog | A specific user to receive a notification. User’s account email will be used as a To address for the notification if Smtp is selected. |
| Template | Multiple Choice Catalog | Selecting one of the pre-set https://aqtra.notion.site/How-to-Manage-Templates-26a77b309d074b00a42d740c5a43baa0 |
| Render type | Text, Html, Docx, Xlsx | Selecting one of the pre-set document type. Please note that template type can be present but not filled in, so please check carefully how your template has been setup before selecting Render type. |
| Field mapping | Allows mapping Workflow properties to macro variables to be used in a https://aqtra.notion.site/How-to-Manage-Templates-26a77b309d074b00a42d740c5a43baa0. |
Allows asking user to explicitly perform an action (e.g. Approve or Reject) via UI.
Settings
| Setting Name | Possible Values | Setting Purpose |
|---|---|---|
| Step name | - | Custom name for the Workflow Step |
| Confirmation field | - | Setup information about different options to be presented to the user (e.g. Approve or Reject). Can be either Boolean or Enum. |
| User info field | Multiple Choice Catalog | Lists user or a list of users, selected from the current Component’s list of users |
| User routing | Multiple Choice Catalog | Lists the Security Context component (e.g. a shared Status catalog) that will be used to route the confirmation request |