The Business Process Management - BPM / Processus Workflow / RPA Automatisation module of Monstock allows you to trigger automatic actions based on certain conditions. You can first create your type of worflow, which can be based on the verification of conditions or on a regular frequency, and then set it up to define the sequence of the different actions you choose.
Creating your workflow type
In the Administration tab, choose "Workflow", then click on "Create workflow".
Choose your trigger type
You can choose a "conditional" trigger, which means that your workflow will start when the specified condition is met on Monstock. You can then choose the type of change, object and conditions.
You can also choose a "specific date" trigger, which means that your workflow will start at a fixed interval (every day, every 8 hours, etc.) or at the time you have defined (specific date and time).
Choose your type of change
For a conditional trigger type, you have to choose a type of change. It can be the creation, the update or the deletion of an object on Monstock (the type of object is chosen after).
Choose your object type
The object type is the element on which the trigger of your workflow is based. Below, a part of the list we propose (products, orders, customers, equipment...).
Choose the frequency of the workflow
If you don't activate the repetition, the workflow is only triggered once and then remains in standby, without impact. However, if you want the conditions to be checked several times, you can activate the repetition and then choose between :
- All occurrences: there must be an interruption in the filling of the conditions on the object for the workflow to retrigger on it.
- Fixed interval: the workflow is automatically retriggered at a fixed interval on all objects that meet the conditions.
Choose the trigger conditions
Once you have defined the object on which the workflow trigger is based, you need to define the conditions that must be met on this object for it to be launched. To do this, you can collect conditions.
A set groups one or more conditions that will be checked together when the workflow is launched. It is possible to create several sets of conditions in order to have a high level of precision on the object fields concerned by the workflow. The sets allow to gather conditions in order to check them together or separately.
The "AND" and "OR" attributes allow you to specify whether both sets or conditions must be met or whether one or the other is sufficient. Note that you can add as many conditions as you want.
Once your conditions and sets are filled in, you can validate to save the trigger of your workflow. You will then find it in the list.
Editing your workflow
Once your workflow is created, you can edit it. It is completely customizable, thanks to a list of various actions and a workflow management.
You just have to "drag and drop" the actions in the flow of your workflow, to go from the trigger to the end.
- Email : send an email to one or more recipients
- Push : coming soon
- SMS : send a SMS to one or more recipients
- Attribute update : change of the value of a field of the trigger object.
- Query : coming soon
- Webhook : coming soon
- Create object : creation of a new object
- Delete object : delete an object
- Download : export data
- Upload : data import
- Validation email : sending an email asking for the validation or not of an action
- Launch: coming soon
You also have access to several types of delay and flow control. These tools will allow you to determine how you want the actions to flow.
- Wait : allows you to define a date until which to wait to trigger the following actions
- Delay : allows you to define a delay in days, hours, minutes... before the next action is triggered
- Time window: allows you to define a frequency at which to restart the following actions
- True / False branch: allows to control 2 sets of conditions in order to trigger different actions depending on which ones are met or not
- Branches: allows to add several possible action paths depending on certain conditions
- Random branches: allows you to direct the workflow towards different actions in a random way
- Exit: end of your workflow, no more actions are triggered after.
Here is an example of the type of workflow that can be set up on Monstock:
- Sending validation emails and updating the supplier order according to its amount:
Monstock can accompany you in the creation of your workflows, do not hesitate to contact our teams!