Making a linear workflow

Learn how to create linear workflows in Eskuad to automate sequential processes and enhance efficiency in your field operations. Step-by-step instructions.

Creating a Linear Workflow in Eskuad: Streamlining Sequential Processes.

In Eskuad, you can create linear workflows to automate sequential processes. Here's a step-by-step guide on how to make a linear workflow:

Accessing the Workflow Builder

  • Navigate to Workflow Builder: Begin by selecting "Workflows" in the left navigation bar. This will take you to the Workflow Builder.
  • Create a New Workflow: Click the "Create new" button. In the pop-up window that appears, choose "Linear Workflow."


Workflow Editor Interface

  • Workflow Editor Layout: In the Workflow Creator, you'll see two main sections:
    • Editor (Left): This is where you can name your workflow and enable or disable it. You can toggle the switch to the "off" position if you want to make the workflow active at a later time.
    • Canvas (Right): This is where you will design and visualize your workflow stages.

Setting Up the Trigger Stage

  • Trigger Stage: The first stage of your workflow is the "trigger stage." To add a form or task to this stage, click either the "Choose form" or "Choose task" button.
  • Select Form/Task: Click the "Details" button next to the form or task you want to add, then click "Use this form" or "Use this task" at the top. The selected form or task will be visible in the stage on the right.


Adding Additional Stages

  • Add More Stages: You can add more stages by clicking the plus button under the current stage. Each stage will begin when the previous stage has been completed.


Saving Your Workflow

Once you have added all the necessary stages, click "Save." Your linear workflow is now created.

Managing Workflows

In the Workflows table, you can:
    • See which workflows are active.
    • Review workflow details.
    • Edit, disable, or delete workflows as needed.
    • Navigate to in-progress and completed workflows at the top of the table.
    • Monitor the progress of all active workflows and review completed workflows.

By creating linear workflows in Eskuad, you can automate sequential processes, ensuring that each stage is completed in a systematic manner. This feature can significantly enhance the efficiency and accuracy of your field operations.

If you have any specific questions about creating linear workflows or need further guidance on using this feature effectively in Eskuad, please feel free to ask. We're here to assist you in optimizing your workflow automation.

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