What can you configure in the Workflow Configurator?

Person stepSomeone fills, reviews or approves; the case waits in their inbox.

Automatic stepThe system calls a registered service and moves on by the result.

DecisionThe route is picked from the case data — amount, product, score.

Split and mergeSeveral checks start at once; the case continues when all are done.

Start and final stepsWhere a case begins and where it closes.

Actions as buttonsSubmit, Approve, Reject, Send back — each action is a route.

Conditions on routesA route is taken only when its condition on the data is true.

Compulsory remarksRequire a comment for chosen actions, such as Reject.

Send backReturn a case to an earlier step with the reason attached.

Buttons by roleLimit an action to certain roles.

By roleAnyone with the role can take the case.

Named personA specific user is assigned.

Shared queueA team picks cases from a common queue.

Chosen in the formThe owner comes from a field, such as the assigned investigator.

Personal inboxEveryone sees their pending cases in one place.

Linked screenEach step opens a screen, or keeps the previous step's screen.

Section accessPer step, each section is editable, read-only or hidden.

One case recordEvery step works on the same case, so nothing is typed twice.

Deadlines per stepSet how long a step may take.

Working daysBranch holidays are taken into account.

EscalationAn overdue case is flagged and passed up.

Full historyEvery move with who, when and the remark.

Administrator monitorSee where every case is and roll a case back if needed.

Start from a menuA menu item can create a case and start its workflow in one click.

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Updated 30 September 2026