Creating and Managing Workflows in Upchain

In this lesson, we’ll introduce you to how to create a new Tenant workflow. We’ll also demonstrate the basics of how to version, publish and delete workflows. Everything demonstrated in this lesson is applicable to all workflow types. Specific workflows are demonstrated in other courses.

Before you start:

Before you start modeling workflows in Upchain, we recommend that you already have a process in mind. Mapping this process out on paper, in a document, or in a diagram application gives you a solid base from which to start.

Make sure to include all the steps in your ideal process (happy path) as well as any possible roadblocks (exception path) that may occur. You should also note who will be responsible for each step and if any additional actions should occur, such as email notifications or status updates.

Creating a new workflow  

In this video, we’ll show you how to create a new Tenant workflow, both from scratch and using a System workflow as a base, and how to add and connect primitives.

Any referenced datasets can be downloaded from "Module downloads" in the module overview.

Key takeaways

  1. You can duplicate a System workflow. This allows you to create your own workflow using a provided one as a base.
  2. You can create a new Tenant workflow from scratch if you wish to build it up entirely yourself.
  3. Editing a workflow involves adding primitives, configuring their settings, and connecting them together in the correct sequence.
  4. Save your workflow often so that you do not accidentally lose your work.

Managing workflow versions 

In this video, we’ll demonstrate the basics of how to manage your workflows, including versioning, publishing, and deleting.

Any referenced datasets can be downloaded from "Module downloads" in the module overview.

Key takeaways

  1. A workflow can only be used by your end users once it is published.
  2. You can create as many versions of a workflow as you need and any version can be published, but only one can be published at a time. All other versions are obsolete.
  3. You can delete a workflow if you no longer wish to use it. This removes it from your available workflows, deletes all versions, and is no longer selectable by your end users.