Workflows are one of our most wanted and used features that improve efficiency, limit human errors, and fit in your process. The flexible configuration enables you to build workflows that perfectly fit you.
Here is how:
Navigate in the topbar to "Workflows" and click "+ Create new workflow".
Choose template "Start from scratch" to open the workflow builder:
Now you can start building your own workflow in the following five simple steps:
1: Fill in the title of your workflow
2: Describe your workflow process step-by-step. The "Description" field on the left is the text presented on the app, while the "Platform description" will show on.... well, the platform. You would find it nice to be directive in the app, and descriptive on the platform. Then choose the "Type" of data you want to collect in each step, this may be one of the following types:
Camera
Snap – take one photo
Serial Snapper – take multiple photos
Video - Record a video
Document – scan a document
Forms and Fields
Scanners
Barcode scanner – scan a barcode and you can use it as a searchable tag in your file
Serial barcode scanner – scan a series of barcodes to be added to your file (e.g. for checking a packing list)
Container code scanner– scan a container number and you can used it as a searchable tag in your file
Container Seal scanner - Scan the value of a container seal into your file.
License plate - Scan a license plate
Other
QR Fields – scan a QR code and you can used it as a searchable tag in your file
DL Share – organise your customers with a Contact List. When you give the list its own unique ID, this ID may be a barcode-scanner to trigger the sharing of the file to the customer on your DL.
Can you imagine, the diverse flows you can build with these blocks!?
3: Keep adding steps until your workflow is finished. The steps can be re-sorted by drag-and-dropping with the square icon on the left side. You may allow skipping a step if it is not mandatory, to do so, check "Can be skipped".
4: Under "Advanced settings" you may set some specific settings to suit your needs. Such as:
Language: This allows you to publish the same workflow for users using different languages as set on the Teams.
Close file after completing workflow: If you have the same reference that you use multiple times, you may want to close the file after a workflow. E.g. If you use a truck license plate as your reference and do multiple trips with this same vehicle, closing the file after completing each trip will keep the trips separated.
Clear reference after completing workflow: This allows to clear that top-reference, forcing the app user to scan/fill a different reference.
5: When you have finished creating the workflow, click on ''Save changes" and your workflow is ready for use.
Of course, you have the flexibility to edit the workflow if some steps don't work out as planned. Simply navigate to 'Workflows,' click on the three dots, and then select 'edit' to enter the workflow builder and adjust the flow as needed.
Be aware that the workflow is only visible on your devices, when your workflow widget is enabled in the device-widget settings! (check this article)
Now reload the settings of your device. Your workflow is now ready for use!
Use the workflows on App
Step 1: Choose your reference widget on the top and fill in the reference.
Step 2: Start the workflow. When you want to skip certain step, press skip. Make your snap and go to the next step by pressing "save" button. You can always exit the workflow by clicking "exit" button.
Be aware, when leaving the workflow without saving, you will loose the data entered.
