Use workflows in Google Drive
A workflow is a sequence of steps representing a business process. They allow automating and improving the efficiency of those processes by making sure that...
Thu, 6 Jul, 2017 at 2:47 PM
To start a new workflow instance, the following pre-requirements need to be met:
The workflow first needs to have been created and made live by a Worksp...
Thu, 7 Dec, 2017 at 10:12 AM
There are two main areas where end users can view workflow instances and take actions when appropriate: the workflows dashboard and the file's properti...
Thu, 7 Dec, 2017 at 9:53 AM
In the file properties popup, a tab is dedicated to the workflows history of this specific file. It can be accessed directly by clicking on the workflow ico...
Thu, 7 Dec, 2017 at 9:54 AM
Whenever a document is pending a user's approval, they receive an email notification similar to the one below: This email contains the followi...
Thu, 3 Aug, 2017 at 11:28 AM
Managers who wish to view, edit or create workflows need to access the application back office. To do so, they can go in “Settings / Reporting” in the top r...
Tue, 14 Nov, 2017 at 11:42 AM
First, create your first approval workflow using once of the existing template. Follow the steps described here. After creating your first workflow, you wi...
Tue, 14 Nov, 2017 at 12:15 PM
The modeler is divided into three main areas:
The drawing area, where the template picked will be drawn.
The palette, which contains the different ...
Wed, 15 Nov, 2017 at 2:05 PM
Once a manager has designed or edited its workflow, in order to fully deploy it and make it available for users in Google Drive, the following steps need to...
Thu, 3 Aug, 2017 at 3:32 PM
The simulator intends for managers to test their workflow before making them available for end users in Google Drive. This allows to make sure workflows are...
Tue, 26 Jun, 2018 at 10:04 AM