Nimbus has a workflow editor which allows you to customize your caller flow with various building blocks called Workflow Activities.
Workflow Editor Overview
The workflow editor consists of the following UI elements :
|Workflow Naming / Details
Shows the Workflow Name as it will be shown in other listings, e.g. the Modality Service Settings or the list of Workflows.
🔍 As an admin you can change the Organization Unit placement of this workflow. Existing services can still use it, but may not see the workflow available in listings anymore.
🔍 If your workflow is based on a Workflow Template this is also shown here. Note that changes on the template may reflect back on your workflow (e.g. by locking elements or the entire structure).
💡 Good to know: The name of a workflow can be changed without issue and without impact on any templates or services.
An Overview of the Workflow Editor
List of Workflow Activities
and Search Field
Lists all available Workflow Activities which you can drag and drop into the workflow area.
💡 You can use the search to narrow down the list of workflow elements
Workflow Editing Area (canvas)
The Workflow Editing Area allows you to rearrange, connect and configure workflow activities.
💡 You can zoom and pan within the canvas by using your mouse wheel and left-click drag and drop.
💡 Alternatively you can use the pan and zoom controls located at the top left for fine adjustments.
Used to connect and disconnect activities. → Also see chapters below.
💡 Your start also needs to be connected to an activity such as "Accept Conversation" or your workflow will not work.
🔍 Certain activities have required predecessory. See our list of Workflow Activities for details.
Various toggles, selectors, form fields and other control elements.
🔍 Properties may appear locked against editing, inherited from the Workflow Template.
|Editing Area Naviation
|A small unfoldable mini-preview which can be clicked on for fast navigation. Useful to navigate particularly large workflows.
Adding Workflow Activities
- To add an activity, drag and drop it from the list of activities onto the canvas.
- To remove any activity, click on its delete button. ☝ Note that any settings made to that item are lost.
- While editing you might want to refer to the Workflow Activities to get the most out of your workflows.
- You can use Workflow Templates as base for new workflows. Either use System templates or create your own.
- Activities may rely on – or interact with – data entities which are managed per team in the Configuration and applied to your service Service Settings. Examples of this are Parameters, Playlists and Opening Hours.
Connectors - Nodes and Edges
An activity can have several entry and exit points towards other activities. These nodes are signaled with a white dot that changes your cursor on mouse-over.
To connect an activity, simply mouse over the connector, then click and drag towards the next activity. → A connection (edge) will be created between the activities.
💡 Once connected you can freely move activities around.
- To disconnect an activity, click the delete icon ❌
- Every workflow activity needs to be connected with at least one node in order for the workflow to be valid. Some activities have multiple exit nodes and may offer options for each node accordingly.
💡 We always recommend handling every node so your workflow doesn't cause any dead-end or lost-call situations.
- Note that deleting an activity will also remove any connectors to previously connected activities.
💡 Make sure to check and re-establish these connections afterwards so no activity is
Activity Properties / Activity Enable
- Some activities have a toggle to be completely enabled or disabled.
- They also have additional properties to unfold and configure via the property header.
GOOD TO KNOW
- A disabled workflow activity will act as if the step does not exist. The node to node connection (edge) will pass right through.
Toggles and Properties may be deactivated / locked via the Workflow Template your workflow is based on. To change this:
- ... either an administrator needs to edit the template via the Administration > Configuration > Workflows.
- ... or - if your workflow structure is not locked - you can replace the activity yourself, by adding identical activity from the list, which has no locked properties.
🔍 Please note: If your activities change state without your doing, chances are that an administrator has changed the related Workflow Template of your workflow instance.