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Step 6 of 15 · Workflow Configurator · topic 2 of 5

How it works

How does the Workflow Configurator work?

Five kinds of step

A person acts; the system acts automatically; a decision picks the route from the data; a split runs steps at once and a merge waits for all; a final step closes the case.

Who does it

A role, a named person, a shared queue, or a person chosen in the form. Some buttons can be limited to certain roles.

What they see

Each step links to a screen and says which sections are editable, read-only or hidden.

Rules on the way

Decisions use the form's data; remarks can be required; cases can be sent back; deadlines with escalation are set per step.

Always traceable

Full history of every move, a personal inbox, and an administrator monitor with rollback.

Built by AI, checked by you

Paste the process from your requirement document; AI proposes the steps, the routes and the owners for you to review.

Five kinds of step build any processFive cards: a person step, an automatic step that calls a service, a decision that picks the route, a split and merge that runs steps in parallel, and a final step.PersonSomeone fillsor decidesAutomaticThe systemcalls a service?DecisionPicks the routefrom the dataSplit & mergeRuns steps at once,waits for allFinalCloses the case:done or rejected
The five step kinds as friendly icon characters, one line each on what they do.
Deadlines keep cases movingAn inbox with three cases; one card's ring timer turns amber as its deadline nears, and the case is passed up to a senior colleague.My inboxCase #41Credit assessmentOn timeCase #42Credit assessmentDue soonCase #43Credit assessmentOn timeSenior colleagueis alerted and canreassign the caseDeadline per stepset when you design it
A ring timer on an inbox card turning amber, then passing the case up to a senior colleague.

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Updated 30 September 2026