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Workflow Settings

Workflow Settings is the section where process management is configured at a system-wide level. It is typically accessed by administrators or authorized users.

Process Cockpit

The Process Cockpit visualizes the status of defined processes in the system.

Within this section, the user can:

  • Select a deployment.
  • View the selected deployment’s process graphically (as a BPMN diagram).

  • For each step, access information about:

    • Active Instances (number of active tasks),
    • Incidents (errors, failed steps, and error messages).

  • Completed Instances are not displayed in the diagram. They can be viewed in the reports screen.

The Process Cockpit provides a live map of processes, showing how many tasks exist at each step, where errors have occurred, and enabling overall process monitoring.

Flow Design

Flow Design is the area where new processes are created and designed.

In this section, the user can:

  • Create a new form.
  • Design a process flow using BPMN (Business Process Model and Notation).
  • For the designed process:
    • Save it as a Draft.
    • Upload an existing BPMN file.
    • Export the process for external use.

This area provides flexibility, as it allows defining both the form and the process logic together.

Deployment

Deployment enables uploading (deploying) newly created or updated processes into the system.

In this section, the user can:

  • Deploy a process by clicking the Deploy button.
  • Upload both the BPMN file and related form files (e.g., JSON).
  • Manage version control using the Version Deployment option:
    • If Version Deployment is active, the process is saved as a new version of the existing one (e.g., v2).
    • If Version Deployment is inactive, a new, independent process version is created.
  • Access files from previously deployed processes, such as:
    • Initiator forms,
    • Test forms,
    • BPMN diagrams.
  • Use the Switch Version feature to roll back to an older version if needed.

Flow Users

Flow Users is the area where system users and roles are synchronized with Keycloak.

This page provides the Sync Actions (or Synchronize Actions) feature.

  • Synchronization with Camunda User Management ensures that users remain up to date.

  • Synchronization can be:

    • Triggered manually,
    • Or run automatically at predefined intervals.

This synchronization is essential to ensure that any user/role changes made in Keycloak are properly reflected in Workflow.

Flow Reports

Flow Reports provides summary reports of all processes across the system. Unlike Workflow Inbox > My Reports, which only displays the processes initiated by the current user, Flow Reports shows the overall status of all processes in the system.

The following information can be viewed here:

  • Number of active processes,
  • Failed processes,
  • Completed processes,
  • Statistics for each process.

This page is mainly used by administrators to monitor all processes across the system.