Workflows are used to control the process of a specific data collection, e.g. a specific Forecast.
The most important
Workflows have four major functions in your application:
- Access Control for Collector Users
Collector Users can only access your application (and enter data) if
(1) a workflow with an "open time window" is defined
(2) their user account is allocated to this specific workflow
(3) a workbook is linked to the workflow
Collector Users access their user interface via widgets on their personal data1.io Landingpage or via an URL in the workflow e-mails. For every combination of a workflow with a workbook a widget / URL is provided.
- Status OPEN or FINISHED for every user
Every collector user allocated to a workflow starts with the status OPEN and can individually switch his/her status to FINISHED. Status "Finished" means that the access is read only, i.e. the entered data cannot be changed any more.
- Workflow E-Mails
Are sent to all allocated users if workflow e-mails are activated on a workflow.
After creating a new application you will find a default workflow. Click on the entry ...
... and define the title and the time slot for the workflow:
- Please keep in mind that before the start date and after the end date the workflow is CLOSED and the workflow users do not have access to the application (Access Control).
- The time slot for READ can be longer than the time slot for WRITE (but not vice versa) in order to give your users read-only access to their data before and/or after the collection workflow has started/ended.
- The Organizer of the Workflow
- The email settings (only relevant if workflow emails will be activated)
- Associated workbooks