Workflow Builder List Guide

The Workflow Builder List module allows system administrators to view, search, manage, organize, and maintain automated business process workflows configured across Ojoo Business OS ERP.

Workflow Builder List

Workflow Builder Overview

Workflow Builder provides centralized management of all active workflow rules. From this page, administrators can review existing workflows, create new automation rules, edit Twig execution templates, and soft-delete obsolete workflows.

  • Centralized workflow rules repository
  • Feature-level and Global workflow scope tracking
  • Before Execution and After Execution timing management
  • Direct integration with Query Builder queries

Workflow Builder List Table

The List Table displays all active workflow records retrieved by Query ID 7 (query-workflows-builder-list, variable $workflowsBuilderList) from table nm_app_workflows.

Column Name Description & Operational Behavior
Actions Contains grid row buttons: View (eye icon), Edit (pencil icon), and Delete (trash icon).
Workflow ID Unique primary key identifier of the workflow record.
Workflow Slug Unique string identifier slug used in workflow invocation.
Workflow Name Human-readable display title of the workflow.
Workflow Date Creation timestamp of the workflow definition.

Implemented Grid Row Actions

Action Icon / Button What It Does
View View Opens a read-only popup modal displaying workflow metadata and compiled Twig code.
Edit Edit Opens the Workflow Builder Form to modify settings, target feature, or Twig logic.
Delete Delete Soft-deletes the workflow definition record after user confirmation.

Create Workflow Toolbar Button

Clicking the + Create Workflow Builder toolbar button at top right opens the Workflow Builder Form (Page ID 51) to configure a new automated business process workflow.

Search & Pagination Controls

  • Global Search: Instant real-time filtering across workflow names and slugs.
  • Records Per Page: Dropdown control (10, 25, 50, 100 rows per page).
  • Pagination Controls: Next, Previous, First, Last, and Direct Page navigation buttons.

Export & Utility Options

  • Export to Excel (.xlsx): Downloads full list of workflows in Microsoft Excel format.
  • Export to CSV: Downloads comma-separated values file.
  • Export to PDF: Formats grid data for printing/download as PDF.
  • Print: Opens printer-friendly layout view.
  • Copy Data: Copies visible rows to clipboard.
  • Column Visibility: Toggle visibility of individual list columns.
  • Restore Defaults: Resets grid column layout and sorting to default state.