Visual Designers

Overview

Users navigate graphical workspaces called Designers to create various business logic for processes, display information to a customer, show collected information in a Report, and much more.

Flow Designer

The Flow Designer allows users to create or edit Flows. A Flow is a logical process consisting of visual components called Steps to achieve an automated result. These steps can be configured with user-defined inputs, outputs, and other step-specific configurable properties. Flows are most commonly created from scratch, but templates are available for this Designer Element as well. It is necessary to have an understanding of 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 offers various different layouts to build on. The Form Designer is extensible using a Javascript-based API to provide additional user controls. The Forms can be hosted either 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 also can receive user input that passes as data through Flow steps. Forms must be contained in a Flow on the back-end for data that is entered to move when called from a step in the Flow.

Report Designer

The Report Designer shows data in a consumable way. Through Reporting, data can be viewed on a Dashboard or downloaded as a PDF or CSV file. All Reports can have Action Contexts established on them, actions can be made on data from within a Dashboard.

Page/Dashboard Designer

An excellent way to display data outside of a Form or Report is through the use of a Page. 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. Pages allow the user to view and interact with data that is not currently moving through a Flow. All user interface elements are customizable via .CSS or .LESS files to apply corporate styles.

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 be used to tie Rules together and provide states in a long-running transaction. Rules can be called via API and can also be 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.