A workflow consists of a series of actions and decisions that proceed step by step to achieve a specific outcome. Workflow design is critical for business processes to proceed in an efficient and organized manner. Kuika Process Automation offers the necessary components to easily create and manage workflows.
Workflow Creation
Log in to the Kuika platform and open the project you will work on from the Apps screen.
Click on the Process Automation module.
From the screen that opens, give your workflow a name and click the CREATE button.
In the design area, you can click on elements to change their types, add notes and delete them.
You can use the drop-down toolbox on Canvas to speed up and streamline the process.
Workflow Components
1. Triggers
These are the events or conditions that start the workflow. A trigger can be activated manually by user input or automatically at a specific time.
Create Start Event:Defines the start of the workflow and initiates the process.
Create Timer Event: Manages actions triggered at a specific time or duration in the workflow.
2. Conditions
These are logical expressions that determine under which circumstances specific steps in the workflow will run. Conditions allow the workflow to follow different paths.
Create Exclusive Gateway: When there are multiple path options in the workflow, it directs the process by selecting the correct path based on conditions.
Create Parallel Gateway: Enables different paths to run simultaneously in the workflow and terminates the process when all operations are complete.
Create Inclusive Gateway: A decision point where multiple conditions can be met simultaneously. Unlike the Exclusive Gateway, more than one condition can be executed at the same time. Example: If the user checks both “Return Request” and “Invoice Update,” both paths can be executed in parallel.
3. Actions
These are operations performed based on conditions. For example, operations such as sending an email, assigning a task, or updating data at a specific step in a process initiated by a trigger are defined as actions.
Create User Task: Refers to tasks that require user interaction. It includes steps that the user must complete.
Create Task: Refers to operations performed by the system. For example, it includes operations such as updating data or sending notifications.
4. Sub Processes
Used to make more complex structures more readable.
Create Collapsed Sub Process: Simplifies the workflow by grouping the detailed sub-steps of a process under a single block. The internal steps can be viewed when the block is opened; when closed, the process appears cleaner. Example: You can prevent the main workflow from looking complex by keeping the “Return Process” within a single block.
Create Linked Process: Allows you to link the current process to another process. This way, one process can directly trigger another process or send data to it. Example: Transitioning from the “Order Management” process to the “Billing Process.”
5. Events
These are actions that can be triggered at important moments in the workflow. Events can be triggered automatically or by the user throughout the process and make the workflow more dynamic and interactive.
Example: An event can be triggered when an error occurs or a task is completed.
Thanks to these components, workflows can be flexibly configured according to user needs and customized for each process. Kuika Process Automation enables complex business processes to be easily managed by visualizing them through these components.
