The conductors of the workflow symphony
A workflow engine (sometimes called a "business rules engine") is an application that runs with a workflow automation system and makes decisions automatically based on preset rules. These decisions usually involve transitioning to a specific path, task or action in a workflow definition, for instance assigning a task to someone or saving a document to a specific folder in a document management system. Workflow engines are the "conductors" in the workflow "symphony."
You might use open source engines or others built into the toolset of a workflow management software platform. The better solution will depend on your needs and existing software stack.
Identify User Attributes: Based on the user's properties, what options are valid?
Check on Status: Determine if the next command is valid based on the current state of the process.
Execute Logic: Once the user has been identified and the status is accepted, the workflow engine assesses the conditional logic as an IF/THEN statement. Based on the result, a workflow process may continue down several different (or parallel) paths.
An IF/THEN decision can be run against any data that is part of the current workflow. In many cases, these data have been collected via a form or integration with a complementary system (e.g. an ERP, CRM, Document Management System, LMS, Accounting, etc.) Some examples:
In a Capital Expenditure Request workflow:
In a Legal Hold Notice Workflow
In an HR Onboarding Workflow
Also check out more examples of workflows powered by our workflow engine here: https://help.integrify.com/hc/en-us/categories/201873608-Examples.
No matter the platform, Integrify's workflow software can help improve and streamline your business workflow.
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