Design your workflows by setting up a map of virtual cuvettes. Assign them to employees and connect using actions. Each action may contain a form to fill.
NewDesk Designer works in your browser – there’s no need to install anything. And it’s really simple too! You can create a simple and ready-to-use process in a minute.
Cool thing is, that event people from outside your company can initiate tasks. Just tick “anonymous” checkbox in “permissions” section of initial action!
Creating a process
During process creation the only required parameter is a name. You can optionally set an icon and it’s background color.
Click created process and naviagate to “Permissions”.
There are 2 types of permissions. Static allow for direct user assignment. Dynamic permissions allow for defining a code which calculates users which have the permission.
Rapid form design
Rapid form designer let you define responsive form simply by typing field labels and pressing ENTER. Each field can be fine-tuned afterwards. You can set it’s base width, “required” flag, list of options, and so on.
Contains stages, connected with actions.
Each stage (cuvette) has a name, visible tabs list, and permissions to todo- and watch- lists.
Stages are connected by actions. There’s four types of actions.
User actions are those available to users interacting with UI. They may have restricted availability and can have a form assigned. Initial actions (those leaving ‘Start’ stage) can be available to anonymous users, who don’t have an account. It’s particulary handy when you want to let your customers initiate your tasks. For example filling a support request or placing a complaint.
Conditional actions are processed by process engine, in background, immediately after entering a stage. When there are many conditional actions leaving one stage, process engine performs the first one, whose conditions are met.
Mailbox monitor watches selected e-mail box and waits for messages which meet filter criteria. When found, action is performed. Initial actions can create new tasks based on email arrived. In-process actions can wait for messages with (for example) certain identifier in email subject and attach it’s content to folder data.
Scheduled actions allow for task escalation or moving to archive stage after some time of waiting for someone’s response.