Customizing workflow and automation scenarios

NABD allows you to customize your workflow and set up automatic case scenarios using Workflow Designer.

In Workflow Designer, the left panel list all work flows currently loaded. You can edit one of the existing work flows or create a new one. The right side activities contain predefined activities and also custom activities.

Installation prerequisites

Workflow Designer requires the following:

You will also need a valid user name, client name, and password.



Workflow Designer has both predefined activities and custom activities.

Predefined activities include:

Custom activities include:


Standard workflow example

  1. Drag the StateMachine activity from the right side activities onto the empty design surface.

  2. Drag the State activity for Acknowledgement. Name it Acknowledgement.

  3. Repeat step 2 for each step in the workflow Assessment, Investigation, Corrective Action, Preventive, Root Cause Analysis, Feedback and Close.

  4. Drag the final state activity to the end of the states and drag transitions between each state and the next state.

  5. Double click on each state and drag in the entry section for each state activity that is related to it (e.g., Assessment activity for Assessment state).

  6. In the properties of each activity, enter ActivityTypeID with the ID from the database. Also choose a unique name for BookmarkName and set TargetDateSpan with 01:00:00.

  7. Define the variable in the variables section with the name CaseStatusResult, variable type CaseStatusResult, and scope StateMachine.

  8. Define the variable with the name FeedbackResult, variable type FeedbackResult, and scope StateMachine.

  9. Drag the transition from Assessment to the final state and name it Case Closed.

  10. In condition property of the transition “Case Closed,” type CaseStatusResult.CaseStatus = CaseStatusEnum.Closed.

  11. Name the transition between Assessment and Corrective “Case Opened.”

  12. In condition property of the transition “Case Opened,” type CaseStatusResult.CaseStatus  = CaseStatusEnum.Opened.

  13. In Result property of Assessment properties, type CaseStatusResult.

  14. Drag the transition between Feedback and Assessment and name it Not Satisfied.

  15. Name the transition between Feedback and Close, Satisfied.

  16. In the condition property of the transition “Not Satisfied,” type FeedbackResult.FeedbackStatus = FeedbackStatus.NotSatisfied.

  17. In the condition property of the transition “Satisfied,” type FeedbackResult.FeedbackStatus = FeedbackStatus. Satisfied.

  18. In Result property of Feedback properties, type FeedbackResult.

  19. After clicking Save, it will save the XAML file in a local directory.

    The XAML file can be uploaded (see Uploading workflow and workflow images).