Define Business Workflows

In order to set up a business workflow with subsequent statuses, transitions and rules, you need to create the business workflow in FintechOS Studio. To do so, follow these steps:

  1. In FintechOS Studio, click the main menu icon () at the top left corner.
  2. In the main menu, click Fintech Automation > Business Workflow > Business Workflows Designer. The Business Workflows List page appears.
  3. Click the Insert button () at the top right corner of the page. The Add Business Workflow page appears.
  4. Enter the Name of the business workflow.
  5. Click the Save and Reload button () at the top right corner of the page. The Edit Business Workflow page appears.
  6. On the left side of the grid there is a Attach to entity button which opens the list of entities. Select the entity for which the workflow is been built.

  7. Click the Save and reload button.

Now you need to define the workflow statuses, then the transitions between statuses and the rules.