{"id":13854,"date":"2024-02-22T09:29:21","date_gmt":"2024-02-22T09:29:21","guid":{"rendered":"https:\/\/docs.daftra.com\/user_manual\/%d8%af%d9%84%d9%8a%d9%84-%d8%b4%d8%a7%d9%85%d9%84-%d9%84%d8%af%d9%88%d8%b1%d8%a7%d8%aa-%d8%a7%d9%84%d8%b9%d9%85%d9%84\/"},"modified":"2026-01-28T12:49:46","modified_gmt":"2026-01-28T12:49:46","slug":"comprehensive-guide-for-the-work-flow-module","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/comprehensive-guide-for-the-work-flow-module\/","title":{"rendered":"Comprehensive Guide for the Work Flow Module"},"content":{"rendered":"<section class=\"wpb-content-wrapper\"><p>[vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1709644699209{margin-left: 200px !important;}&#8221;]<\/p>\n<p style=\"text-align: left;\"><span style=\"font-weight: 400;\">The workflow is similar to work orders, where it helps you create a special file for each budget-defined project, to which you add all documents and transactions associated with this project, and ultimately review its profitability,<\/span><\/p>\n<p style=\"text-align: left;\"><span style=\"font-weight: 400;\">but the workflow is more flexible and can be shaped in a way that best suits your business. Additionally, the system allows you to add and manage more than one workflow at the same time.<\/span><\/p>\n<p style=\"text-align: left;\"><b>Workflows are used in:<\/b><\/p>\n<ul style=\"text-align: left;\">\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Project management like contracting.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Managing operations where there is a time period or steps between the client&#8217;s request for service and its execution.<\/span><\/li>\n<\/ul>\n<p style=\"text-align: left;\"><b>Examples of workflows that you can open according to your business activity:<\/b><\/p>\n<ul style=\"text-align: left;\">\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Opening cases for clients, in law firms.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Creating maintenance orders, in various maintenance centers.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Booking examinations and monitoring patient status, in clinics.<\/span><\/li>\n<\/ul>\n<p style=\"text-align: left;\"><span style=\"font-weight: 400;\">In the end, you can issue reports for each of your workflows independently, as well as load each workflow onto a different cost center if you want to estimate the profits resulting from the expenses paid to manage a dedicated project or each operation you perform separately.<\/span><\/p>\n<p>[\/vc_column_text][vc_custom_heading text=&#8221;How to Add a Workflow Type&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1709644735598{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text css=&#8221;.vc_custom_1769604560621{margin-left: 200px !important;}&#8221;]<\/p>\n<p style=\"text-align: left;\"><span style=\"font-weight: 400;\">From the main menu, press on <\/span><b>&#8220;Settings&#8221;<\/b><span style=\"font-weight: 400;\"> dropped down from <\/span><b>&#8220;Workflows&#8221;<\/b><span style=\"font-weight: 400;\"> in the main menu then press on the card <\/span><b>&#8220;Workflow Types&#8221;<\/b><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p style=\"text-align: left;\"><span style=\"font-weight: 400;\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-46536 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/Workflow-types-1.png\" alt=\"\" width=\"1365\" height=\"631\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/Workflow-types-1.png 1365w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/Workflow-types-1-300x139.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/Workflow-types-1-1024x473.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/Workflow-types-1-768x355.png 768w\" sizes=\"auto, (max-width: 1365px) 100vw, 1365px\" \/><\/span><\/p>\n<p style=\"text-align: left;\"><span style=\"font-weight: 400;\">Press on the <\/span><b>&#8220;Add Workflow Type&#8221;<\/b><span style=\"font-weight: 400;\"> button.<\/span><\/p>\n<p style=\"text-align: left;\"><b><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-13858 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-05_16h12_33.png\" alt=\"\" width=\"1733\" height=\"414\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-05_16h12_33.png 1733w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-05_16h12_33-300x72.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-05_16h12_33-1024x245.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-05_16h12_33-768x183.png 768w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-05_16h12_33-1536x367.png 1536w\" sizes=\"auto, (max-width: 1733px) 100vw, 1733px\" \/><\/b><\/p>\n<p style=\"text-align: left;\"><b>Add the following general information for the workflow type:<\/b><\/p>\n<ul style=\"text-align: left;\">\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Plural Title:<\/b><span style=\"font-weight: 400;\"> The name of the workflow type in plural form, for example: <\/span><b>Car Contracts<\/b><span style=\"font-weight: 400;\">.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Icon:<\/b><span style=\"font-weight: 400;\"> Choose from the dropdown an icon that represents the nature of the workflow.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Singular Title:<\/b><span style=\"font-weight: 400;\"> The name of the workflow type in singular form, example: <\/span><b>Car Contract<\/b><span style=\"font-weight: 400;\">.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Status:<\/b><span style=\"font-weight: 400;\"> Choose &#8220;Active&#8221; if you want to activate the type of workflow, and &#8220;Inactive&#8221; if you want to deactivate the type of workflow.<\/span><\/li>\n<\/ul>\n<p style=\"text-align: left;\"><span style=\"font-weight: 400;\">Press on the <\/span><b>&#8220;Save&#8221;<\/b><span style=\"font-weight: 400;\"> button.<\/span><\/p>\n<p style=\"text-align: left;\"><span style=\"font-weight: 400;\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-13860 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-05_16h14_39.png\" alt=\"\" width=\"1364\" height=\"405\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-05_16h14_39.png 1364w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-05_16h14_39-300x89.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-05_16h14_39-1024x304.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-05_16h14_39-768x228.png 768w\" sizes=\"auto, (max-width: 1364px) 100vw, 1364px\" \/><\/span><\/p>\n<p style=\"text-align: left;\"><span style=\"font-weight: 400;\">You will find the workflow you created has appeared dropped down from <\/span><b>&#8220;Workflows&#8221;<\/b><span style=\"font-weight: 400;\"> in the main menu.<\/span><\/p>\n<p style=\"text-align: left;\"><span style=\"font-weight: 400;\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-13862 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-05_16h16_14.png\" alt=\"\" width=\"1752\" height=\"634\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-05_16h16_14.png 1752w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-05_16h16_14-300x109.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-05_16h16_14-1024x371.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-05_16h16_14-768x278.png 768w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-05_16h16_14-1536x556.png 1536w\" sizes=\"auto, (max-width: 1752px) 100vw, 1752px\" \/><\/span><\/p>\n<p style=\"text-align: left;\"><span style=\"font-weight: 400;\">By clicking on the desired workflow type, you can perform some actions on it such as: <\/span><b>&#8220;Edit&#8221;<\/b><span style=\"font-weight: 400;\"> &#8211; <\/span><b>&#8220;Delete&#8221;<\/b><span style=\"font-weight: 400;\"> &#8211;<\/span> <b>&#8220;Mark as Inactive&#8221;<\/b><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-13864 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-05_16h17_24.png\" alt=\"\" width=\"1666\" height=\"612\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-05_16h17_24.png 1666w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-05_16h17_24-300x110.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-05_16h17_24-1024x376.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-05_16h17_24-768x282.png 768w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-05_16h17_24-1536x564.png 1536w\" sizes=\"auto, (max-width: 1666px) 100vw, 1666px\" \/>[\/vc_column_text][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;alert-warning&#8221;]<\/p>\n<blockquote>\n<p style=\"text-align: left;\"><span style=\"font-weight: 400;\">The workflow appears as <\/span><b>&#8220;Workflow&#8221;<\/b><span style=\"font-weight: 400;\"> if there are more than one workflow in your system, and by the name of the first workflow type such as <\/span><b>&#8220;Car Contracts&#8221;<\/b><span style=\"font-weight: 400;\"> if there is only one workflow type on the system.<\/span><b><br \/>\n<\/b><\/p>\n<\/blockquote>\n<p>[\/vc_message][vc_custom_heading text=&#8221;Adding a Document in the Workflow&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1709646385131{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;alert-warning&#8221;]<\/p>\n<blockquote>\n<p style=\"text-align: left;\"><span style=\"font-weight: 400;\">If you want to add a second workflow, you will find &#8220;Workflows&#8221; in the main menu under the name of the first type of workflows, for example: If the first type of workflow is <\/span><b>&#8220;Car Contracts&#8221;<\/b><span style=\"font-weight: 400;\">, &#8220;Workflows&#8221; will appear in the main menu as <\/span><b>&#8220;Car Contracts&#8221;<\/b><span style=\"font-weight: 400;\">.<\/span><\/p>\n<\/blockquote>\n<p>[\/vc_message][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;alert-warning&#8221;]<\/p>\n<blockquote><p><span style=\"font-weight: 400;\">You can add several workflows to your system, for example, a workflow type for car sales contracts, and a workflow type for car rental contracts. Within a single workflow, there are many documents belonging to this workflow, such as Car Sale Contract No. (1) and Car Sale Contract No. (2), and you are allowed to perform many operations on each file within the workflow independently.<\/span><b>\u00a0<\/b><\/p><\/blockquote>\n<p>[\/vc_message][vc_custom_heading text=&#8221;How to add a Document in the Workflow&#8221; font_container=&#8221;tag:h3|font_size:22|text_align:left|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221;][vc_column_text css=&#8221;.vc_custom_1709648413294{margin-left: 200px !important;}&#8221;]<\/p>\n<p style=\"text-align: left;\"><span style=\"font-weight: 400;\">From the main menu, press <\/span><b>&#8220;Workflows&#8221;<\/b><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p style=\"text-align: left;\"><span style=\"font-weight: 400;\">Press the <\/span><b>&#8220;Add Workflow&#8221;<\/b><span style=\"font-weight: 400;\"> button or, for example, <\/span><b>&#8220;Add Car Contract&#8221;<\/b><\/p>\n<p style=\"text-align: left;\"><span style=\"font-weight: 400;\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-13866 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-05_16h19_31.png\" alt=\"\" width=\"1900\" height=\"411\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-05_16h19_31.png 1900w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-05_16h19_31-300x65.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-05_16h19_31-1024x222.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-05_16h19_31-768x166.png 768w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-05_16h19_31-1536x332.png 1536w\" sizes=\"auto, (max-width: 1900px) 100vw, 1900px\" \/><\/span><\/p>\n<p style=\"text-align: left;\"><span style=\"font-weight: 400;\">When adding a new <\/span><b>&#8220;Workflow Type&#8221;<\/b><span style=\"font-weight: 400;\"> for car contracts, for example, you can add custom fields to control<\/span><span style=\"font-weight: 400;\"> the type of data required for each new file, i.e., for each car contract, and you can stick with the default data found without setup if you added a file within the workflow type.<\/span><\/p>\n<p style=\"text-align: left;\"><span style=\"font-weight: 400;\">Add the document data, which you find an explanation for <\/span><a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/workflow-default-data\/\"><span style=\"font-weight: 400;\">its default fields<\/span><\/a><span style=\"font-weight: 400;\"> here, in addition to the custom fields that you add yourself.<\/span><\/p>\n<p style=\"text-align: left;\"><span style=\"font-weight: 400;\">Then press the <\/span><b>&#8220;Save&#8221;<\/b><span style=\"font-weight: 400;\"> button.<\/span><\/p>\n<p>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;vista_blue&#8221; icon_fontawesome=&#8221;fas fa-book&#8221;]<span style=\"font-weight: 400;\">For more information, refer to the guide on [Additional Fields for Workflow Type]<\/span>[\/vc_message][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;alert-warning&#8221;]<\/p>\n<blockquote><p><span style=\"font-weight: 400;\">If you want to add a second workflow, you will find &#8220;Workflows&#8221; in the main menu displayed in the name of the first workflow type. For example: If the first type of workflow is <\/span><b>&#8220;Car Contracts&#8221;<\/b><span style=\"font-weight: 400;\">, &#8220;Workflows&#8221; will appear in the main menu as <\/span><b>&#8220;Car Contracts&#8221;<\/b><span style=\"font-weight: 400;\">.<\/span><\/p><\/blockquote>\n<p>[\/vc_message][vc_column_text css=&#8221;.vc_custom_1709647809450{margin-left: 200px !important;}&#8221;]<\/p>\n<p style=\"text-align: left;\"><span style=\"font-weight: 400;\">You are able to perform some actions on a workflow document, which you can review here:<\/span><\/p>\n<ul style=\"text-align: left;\">\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">[Additional fields for the Workflow Type]<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">[Related forms for the Workflow Type]<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">[Statuses of the workflow type and its procedures]<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">[Controlling the permissions of the workflow type]<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">[Assigning a transaction to one of the projects of the workflow type]\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\"><a href=\"https:\/\/docs.daftra.com\/en\/user_manual\/scheduling-an-appointment-on-one-of-the-work-flow-documents\/\">Schedule an appointment on one of the projects of the workflow type<\/a><\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">[Add a note\/attachment on one of the projects of the workflow type]<\/span><\/li>\n<\/ul>\n<p>[\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":13,"template":"","categories":[2089,2070,2090,2092],"tags":[8229,8230],"class_list":["post-13854","user_manual","type-user_manual","status-publish","hentry","category-workflows","category-operations","category-manage-workflow-records","category-workflow-type","tag-add-attachment-to-a-workflow","tag-workflows"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - 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