Onestop Administration Portal
  • Onestop Admin
  • Getting Started with Onestop
  • Managing Services
    • The Basics of a Service
    • Building the Workflow
      • Adding a step to your workflow
      • User Task Types
      • Service Task Types
      • Managing Stages
      • Tutorial - Example Workflow
    • Managing Forms
      • Using the Form Builder
        • Form Field Types
        • Field Validators
        • Field Dependencies
        • Form Submission Identifiers
        • Field Tags
        • Linked Fields
      • Sharing Form Submission Links
    • Configuring Workflow Notifications
    • Configuring Billing
      • Billing Task
      • Payment Task
      • Configuring Payment Forms
    • Document Templates
      • Creating Document Templates
      • Using the Document Template Editor
      • Designing a Document Layout
      • Using Document QR Codes
    • Context Tags
    • Managing Workflow Access for Teams
    • Advanced Settings
  • Databanks
    • Databanks and Datasets
    • Creating a Databank
    • Creating Datasets
    • Adding Data to Datasets
    • Using Datasets
  • Portals
    • Managing Portals
    • Configuring Mail Servers
    • Creating a New Portal
    • Managing 2-Step Verification
    • Customizing Portal Menus
  • Teams
    • Managing Teams and Permissions
    • Creating User Accounts for Workers
  • Organization & Departments
    • Managing Departments
  • Appendix
    • Tips and Techniques
Powered by GitBook
On this page
  1. Managing Services

Building the Workflow

PreviousThe Basics of a ServiceNextAdding a step to your workflow

Last updated 1 year ago

A service must have a workflow. Onestop gives you a powerful workflow builder that allows you to add, update and delete steps in your workflow.

Each step in your workflow is a task and is configured through various fields available, allowing you to build out a template for each and every task in your workflow.

By design, Onestop will always add a mandatory "Form Submission" step to your workflow that marks the beginning of a process. Currently, only form submissions can kickstart a workflow but we are working on expanding this functionality with time.

Task Types

Onestop uses the BPMN paradigm to model workflows and consequently supports six types of nodes/steps you can add to a workflow:

  1. User Task

    A user task is a task in the workflow process that must be executed by a user. A user can either be a human being or an AI bot. For more information on the supported user tasks in Onestop go to the .

  2. Service Task

    A service task is a task that carries out an automated action and thus requires no user input or interaction. For more information on the supported automated actions in Onestop go to the .

  3. Split

    A Split task is a node in your workflow that makes a decision on the next path of the workflow based on various input. In Onestop, split nodes make decisions based on input from submission forms and/or task forms that have been filled in by users in previous steps. These conditions are called activation conditions in Onestop and will be discussed later. A split node with node activation conditions set will result in all outgoing paths of a workflow being enabled during the workflow process.

  4. Merge

    A merge task is a node that merges different paths back to one shared path. The merge can be thought of as the opposite of a split.

  5. Job

    A Job Task is a node that performs a scheduled task to be automatically executed at a specified time.

  6. End

    An end node represents the last step in the workflow and marks the end of that workflow.

User Task types section
Service Task types section