The Visual Workflow Designer

The Visual workflow designer is part of the no-code platform where you can quickly design and manage business processes by creating visual workflows. Drag and drop workflow elements – triggers, conditions, and actions and improve your efficiency and productivity.


To understand how the Visual Workflow Designer can be used and improve work efficiency, here is an example of a process that can be automated in the visual workflow designer:

In this example, we manage tasks and leads. When a new lead is created in our online database, we want to validate the lead details before transferring it to a third-party CRM system.

- When a lead is created in the database using the API, we will change its status to "validation".

- We will specify that the system will automatically transfer the lead details to a third-party system using an API to perform validation of the lead data.

- The external system will update us with an answer - a score for the lead.

- In the workflow, it will be defined that if the lead score is below 70 the lead is not qualified. Above 70 the lead is qualified.

o If the lead is qualified, the lead status will be marked as qualified, transferred via API to the CRM system, and sent an email to a sales representative.

o If the lead is unqualified, the lead will be marked as unqualified. and a new record will be created in the task table to manually check the lead. We can create easily a screen within our Simbla project where a sales representative can check and manage the unqualified leads.

In this example, we presented how it is possible to automate a business process with the visual workflow designer that also includes manual involvement.


How to create our first workflow:

1.    Go to the database to the workflow tab:

2.    Create a new workflow

3.    Name the workflow and save

4.    Start by adding the first trigger that will activate the workflow.

For example, we've selected the cases table, when a new record is created.

Condition Name: The name of the stage.

Description: Open field to describe the stage

Event: Can be on create a record or an update of a record

Criteria: You can add conditions to start the workflow. For example, a certain workflow will be activated just if the case priority is "High".

5.    Add actions such as sending an email, opening a record in the table, sending data to an external API, running server-side code, and more.

Dependencies: Start the action only when all conditions in the dependencies field are met.

6. From here you can add more conditions and actions and create a complete work process.


It should be noted that the records created by the workflow can be used later in the process. For example, we created a new task in one of the steps and when the task is completed, additional steps will be performed