Workflows let you automate processes within Humand: approvals, requests, internal reviews, and any process that requires multiple steps and responsible parties.

To create a workflow, follow the steps below:

1. Log in to Humand Admin.

2. In the Service Management section, go to the Workflows tab.

3. Once there, click on "New Workflow".

4. Next, you need to fill in a name and description for the workflow.

5. Once completed, click on "Create".

Once the workflow is created, a tab will open where we can set up the trigger, define conditions, add necessary actions, and finally publish it when it's ready.

• To start creating triggers, click on "Add".
  
  
  
  Here, you need to select the type of service that will start the workflow. Once selected, click on "Add".
  
  
  
  
  It's important to note that a service can only be linked to one workflow.

• The logic brings together the components that control the flow's course. It allows you to evaluate conditions and make decisions based on them. There are 2 components: branches and actions.
  
  The Branches component allows you to split the flow into several alternative paths based on configured conditions. You can create up to 10 branches within a single component. Each branch represents a possible path the flow can take, depending on the defined conditions.
  
  When selecting the Branches component, two branches are automatically created:

  • Branch with conditions: evaluates the defined criteria.
  • Default branch: executes if none of the configured conditions are met.

  In each branch of the flow, you can define one or more conditions, up to a maximum of 6 conditions per branch, which act as rules to determine if the process should continue down that path or not.
  
  Each condition is made up of the following three parts:
  
                                           “When [Field] → [Condition] → [Value]”
  
  Field → is the data you want to evaluate within the request
  Condition → indicates what you want to check about that field
  Value → is the data with which the field is compared
  
  
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  When a branch has multiple conditions, the user can define how they want the system to evaluate them. There are two ways to do this:
  
  - All conditions must be met (AND): the flow follows that branch only if ALL conditions are met.
  - Meeting one condition is enough (OR): the flow follows that branch if at least one of the conditions is met.
  

• Actions are executable steps within the workflow. Depending on the type of action, the flow can either continue or wait for a response before proceeding.
  
  There are 2 main types of actions:
  
  ✅ Request approval:
  
  The flow stops until one or more people approve or reject the request.
  
  
  
  To configure it, you need to complete the following fields:
  
                                        
  
  🔄 Update request:
  
  This step allows the flow to make automatic changes to the active request without manual intervention.
  
                                
  
  Allows changing the current status of the request to the selected value.
  
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Once the branches and components are created, you can publish the flow to start it running!

It's important to note that each branch of the workflow must end with an "Update status" component.