Workflow & Logic Model

Progress Rollbase provides a powerful workflow engine that allows you to define custom automated and user-driven business rules and logic. Using a combination of workflow processes, statuses, actions and events you can model almost any kind of business process using point & click tools within your browser.

Workflow Processes

Each object can have a variable number of workflow processes defined for moving records through their lifecycle. For example, a Candidate object might have an entirely different workflow process for candidates who applied through your website versus those that were submitted as referrals. Each process consists of a set of workflow statuses and associated actions.

Workflow Statuses

Workflow statuses represent a specific stage in the context of a workflow process. Actions can be associated with each status allowing users to easily move records to the next appropriate step in the workflow process.

Workflow Actions

Workflow actions allow users to move records to another status or invoke one or more workflow events to trigger business logic. Workflow actions are typically invoked by users from within the Progress Rollbase user interface. Permissions can be assigned to each action allowing you to define which roles and users can invoke that action.

Triggers

Triggers provide a powerful way to define automated business logic which can be executed before and/or after a record, or related record, is created, updated or deleted. Triggers can be created to do everything from sending email alerts and notifications to updating field values, creating related records, generating template-based documents, initiating SOAP or REST requests, and much more. Triggers can be recurring and ordered sequentially to enforce a pre-defined order.

Powerful trigger conditions can be defined using JavaScript to determine whether or not to execute the event based on any record or related record data, or to set the value of a field based on the result of a custom formula expression. Triggers are used extensively to model sophisticated business logic and application behavior.

Approval Processes

Progress Rollbase supports both sequential and parallel approval processes via a special type of approval Workflow Action. Using approval actions you can define pre-configured groups of approvers for specific types of object records which can optionally be modified by end-users when an approval process is initiated. Approval activity trails can be shown in record view pages to provide an up-to-the-minute view of the approval process. Users are notified via email as soon as their approval response on any given record is required.