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Quick Workflow/RPA solutions

Quick Workflow is a simplified version of the TotalAgility Process Designer designed to enable non-technical users the ability to create simple processes.

You can control the workflow solutions that should be available for use within Quick Workflow/RPA solutions and restrict users from making use of all processes available in TotalAgility.

You can define the list of workflow solutions for Quick Workflow and Quick RPA in the System settings.

Navigate to System > System settings > Apps > Quick Workflow/RPA solutions.

The Quick Workflow/RPA solutions dialog box is displayed.

Use the following links to learn how to manage Quick Workflow solutions for Quick Workflow:

Add a workflow to Quick Workflow

You can add processes, business rules, and custom services that can be used within the corresponding workflow.
  1. In the Quick Workflow/RPA solutions dialog box, click for Workflow solutions available to Quick Workflow and Quick RPA.
  2. On the Workflow list, select a process, business rule, or custom service and click Add.
  3. Add more items as needed.
  4. Click Save.

Edit a workflow for Quick Workflow

You can edit the workflow available to Quick Workflow, that is, select a different process, business rule, or custom service.

  1. In the Quick Workflow/RPA solutions dialog box, double-click the workflow to modify or select the workflow and click on the header bar.

    The Workflow list appears.

  2. Select a different process, business rule, or custom service as needed and click OK.
  3. Click Save.

Delete a workflow from Quick Workflow

In the Quick Workflow/RPA solutions dialog box, select the workflow to delete and click on the header bar.

On confirmation, the workflow is deleted.