Training - Modify a Workflow - Add a "Previous Step" Action
- Seth Petry-Johnson
Introductory example showing how to make minor changes to a Workflow popup.
Curriculum index: Training Curriculum
Last updated: Feb 18, 2022 for 11.0.0
Overview
The TRAINING system features the American Society of Office Dogs, a credentialing program that awards specialty credentials to canines with a demonstrated ability to behave in an office environment.
In this module, we will modify a Workflow to see a very basic introduction to the administrative experience and backend.
If you are a Heuristics employee, you should go through training in your local development environment or in a personalized training instance so that you can reset to a known, clean starting point as needed.
If you are referencing the public training site at http://training.learningbuilder.com, you may run into discrepancies caused by an outdated starting point, or because of changes made by other users. Please contact us for assistance if that website does not match this documentation.
Setting the stage…
When you went through the Review an Application module, you first logged in as Arlene and assigned the application to Robby, and then you logged in as Robby to do the review.
But what if Arlene had found something wrong with the application, and she needed the applicant to fix it? The “Assign Reviewer” Workflow Step doesn’t give her any options.
In this module, you will modify a “Complete Learning Plan” type Workflow to add a way to send the application back to the applicant.
This will provide only a brief introduction to the administrative tools for managing Workflows; we will get into the technical architecture in later modules.
Step 1: Find the Workflow to edit
Log in as Heuristics Admin, which is a System Administrator account.
Go to Eligibility → Eligibility Queue and do a search for the “Certified Office Dog Application”. Make sure to clear the “My Inbox” filter as well.
In the results list, locate one of the applications with an orange “Assign Reviewer” button and then click [meatballs icon] → Edit Workflow.
Step 2: Locate the Workflow Step to edit
The Workflow Editor will load the configuration for the relevant Workflow.
You can browse all defined Workflows by going to Admin → Workflows as a user with the necessary permissions.
The Workflow will start out with each Step collapsed:
Expand the “Step 3: Assign Reviewer” Step, since that’s the one we want to modify.
Note how the Attributes and Actions from the config screen match up to what appears inside the Workflow Popup:
Step 3: Add a new Workflow Action
Our goal is to add another button to this form, so that the Administrator can send the application back to its owner for more information, rather than assigning a Reviewer.
To do this, click the Add Action button and fill out the form as follows:
Field | Value |
|---|---|
Action Name | “Send Back to Applicant” |
Primary Behavior | Move Previous |
All other fields can be left at their defaults | |
Step 4: Try it out!
Step 4.1: (Applicant) Verify that you have no access
Log in as an applicant that has an application in the “Assign Reviewer” step and view the application details.
Note that since the application has been submitted, the applicant cannot make any changes to it.
Step 4.2: (Arlene Admin) Use the new Action to “send it back”
Now log in as Arlene Admin, go to the Eligibility → Eligibility Queue page, and click the orange Assign Reviewer button for the same application.
You should see a brand new button corresponding with the new Action you created. Go ahead and click it.
Step 4.3: (Applicant) Re-submit the application
If you log back in as the original applicant, you should be able to make changes again!
Next steps…
This was a very basic change, so take some time to play around with the Workflow editor. You can:
Change the ordering of Actions in the popup
Add new data fields
etc