Visual Designers

Overview

Users navigate through interactive graphical environments known as Designers. These Designers serve as the creative areas where developers craft business logic, display information, generate comprehensive reports, and much more.

Flow Designer

The Flow Designer allows users to create or edit Flows.  These Flows represent logical sequences, comprising visual components known as Steps that execute and automate diverse tasks. Each Step can be fine-tuned with tailored inputs, outputs, and configurable properties, allowing users to orchestrate processes to their specifications. Flows are most commonly created from scratch, but templates are also available. To effectively utilize the Flow Designer, it is necessary to understand how the desired process should work, what systems will be used, who the end-user is, and the expected results before building a Flow. 

Form Designer

The Form Designer allows users to create interactable Forms. Forms are usable within Flows and Pages and commonly used to allow users to enter or view information. The Form Designer builds pure HTML forms and come in diverse layouts, offering flexibility and customization options. The Form Designer is extensible, using a Javascript-based API to provide additional user controls. The Forms can be hosted within Decisions, direct links from outside systems, or embedded into externally-based web systems.

Forms can operate as a user interface on the front end and receive user input that passes as data through Flow steps. Forms must be contained in a Flow on the back end for entered data to be captured and manipulated.

Report Designer

The Report Designer shows data in a consumable way. Reports can be viewed within dashboards or downloaded in user-friendly formats such as PDF or CSV files.  Moreover, Action Contexts within Reports enable users to take meaningful actions directly from the interface, enhancing the usability and efficiency of the system.

Page/Dashboard Designer

An excellent way to display data outside of a Form or Report is through a Page, offering an excellent canvas to display multifaceted data. The Page Designer uses a similar layout to the Form Designer and allows users to put multiple data-reporting pieces together to create a Dashboard. Additionally, all user interface elements remain highly customizable, empowering users to apply corporate styles via .CSS or .LESS files.

Rule Designer

The Rule Designer allows users to create various business Rules. Rules are conditional logic crafted via if/then/else statements (Statement Rule) or more dense Rule types like Truth Tables and Matrix Rules. Flows can tie Rules together and provide states in a long-running transaction. Rules can be called via API and combined into composite units called, Rule Sets, which allow users to have a number of Rules to provide a much more complex answer to a problem.