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Example Workflow

Draw workflows before creating them, to help you understand the steps you need. This example shows a workflow for ordering project equipment. The workflow is started when the project begins. The user enters information about what equipment is needed. If the equipment is already owned, the workflow is closed. If the equipment is not already owned, the user follows the process to order equipment.

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Example equipment order workflow diagram

Legend

Symbol

Description
Pictured is a work flow trigger. It appears the words "KICKOFF - Project Begins" in a white rectangle with thick black borders.

A rectangle with a thick border represents a trigger. Triggers are an event which spur the kick off of a workflow. For example, in this workflow, the start of the project in the schedule kicked off the workflow.

Triggers are not steps.

Pictured is an step of a work flow assignee. It appears the phrase "collect equipment list" in a white rectangle with soft gray rounded borders.

Rectangles with soft gray rounded corners represent assignee steps. These are steps that are performed by the assignee of a workflow step.

Pictured is an approver step. It appears the question "Currently owned?" in a white diamond with thick orange borders.

Orange rectangles represent approver steps. These steps can change the status of a workflow. For example, if the equipment needed for a workflow is already owned by the company, the approver can select Yes, to change the workflow status to Closed.

Pictured is an action of an approver. It appears the word No in a white rectangle with thin black borders.

Rectangles with thin black borders represent approver actions.