Skip to content
← The platform

Platform · Processes

Turn the way you work into an executable process.

Bring decisions, data and user interaction together in the visual process designer. Build a form with follow-up steps or a process that runs in the background.

Visual design

Build your process from connected steps.

Drag nodes from the NodeTemplate library onto the canvas and connect them into a process. Combine interface elements with nodes such as Expressions and Functions for calculations and actions.

Every process starts at a Root node. Execution follows one path at a time. That path can branch, merge and loop back to an earlier step. This structure is called a Control Flow Graph.

Define decisions

Choose the next step based on the information received and the situation.

Use and update data

A process can receive data as input and use the API to make changes to Assets.

Automatic and interactive

Let the engine work and involve the user when needed.

A process without a user interface is called headless. The process engine runs non-interactive nodes autonomously. A process with an interface is started by a user from a client, for example through a dashboard or dataview.

When execution reaches interface nodes, the elements from that cycle are sent together to the client. It displays them in the browser or the Android and iOS mobile app. The process then waits for an interface event, such as clicking a button or a table row, before continuing.

  • The same process logic can handle data and ask for input along the way.
  • The interface can change from one step to the next as the process advances.
  • Interactive processes require a user and a client; headless processes contain no interface.

Compose your forms

Ask for the information the task requires.

Build a form from available input components. Combine everyday fields with record selection, files or information captured on location.

Everyday input

Text, multiline text, numbers, date, date and time, dropdowns, checkboxes and duration.

Select records

A grid can allow a single selection or multiple selections, letting users choose one record or a group of records.

Capture information

Use a camera, file picker or signature field. Location components support location input and the current geographic position.

Scan and identify

Barcode input can use the camera. Supported devices can use a built-in scanner, including compatible Datalogic and Newland models. NFC and RFID input also require suitable hardware and support.

More than input fields

Explain, display and offer actions.

Use buttons, icons, images, labels, labels with an icon or badge, maps, popups, multiline text and timers. An interface element can display information, collect input or combine both.

Events from supported interface elements move the process forward. A button can confirm a step, while selecting a row can continue the process with the chosen Asset.

Reusable logic

Call a process wherever you need it.

One process can start another directly or place it in a queue. In the latter case, a Flow Service picks it up for execution in the background.

Input arguments pass information into a process. Output nodes at the end of a process path can return a result. This lets you use a process as a subprocess or function and avoid rebuilding the same logic.

Call directly

Use another process within the current workflow and pass the information it needs.

Use a queue

Let a Flow Service execute a submitted process in the background.

Return a result

Use output nodes to return a value that a calling process can use.

Part of the workplace

Start a process from the data you are working with.

Connect a process to opening an Asset or to the add button in a dataview. When a user clicks an Asset, that Asset can be passed as an argument.

On an Asset dashboard, a process button can pass the current Asset. Choose a popup or navigate to the process. An inline process widget displays the interface directly within the dashboard; users can scroll if the content exceeds the available space.

For example, a report could open a handling process that asks for a comment and updates its status. You configure the steps and actions to match the task.

Which process would
you like to improve?

Tell us how it works today, where it gets stuck and what you want to change.

Discuss your process