You are using an older browser that might negatively affect how this site is displayed. Please update to a modern browser to have a better experience. Sorry for the inconvenience!

Work-Relay (Processes and Forms)


Work-Relay combines all features and capabilities of business project management tools in one unified toolset. The processes are well structured in work coordination among individuals or systems. You can manage even the most complex processes easily and produce optimized outcomes with its flexible process engine. It uses several rules that execute the processes dynamically and unique visualizations are available. It provides a flexible way to create customized versions of the core engine to meet the specific business needs of your organization.

Work-Relay is a managed package which can be downloaded from AppExchange and installed in your Salesforce org. Work-Relay is a paid app.

Work-Relay Setting: 

Install latest Work-Relay package.

  1. Add Salesforce Server to Remote Site URL.

Go to: Setup / Administer / Security Controls / Remote Site Settings

For Example: 

URL: https://sf.<Salesforce Server>.visual.force.com

NOTE: “na16” refers to the server Work-Relay is running on. It can vary from org to org.

  1. Go to the Settings tab in the Work Relay App. In the Settings tab, go to the sub-tab called, “Licences Settings”. Enter the Licence Key associated with Work-Relay.
  1. Go to the Settings tab in the Work Relay App. In the Settings tab, go to the sub-tab called, “Schedulers Settings”. Turn ON Work Relay Schedulers. This will run an Apex job every 10 minutes for processing system steps, pending steps, timed steps and reminders and escalations.
  1. Go to the Settings tab in the Work Relay App. In the Settings tab, go to the sub-tab called, “Object Settings”. Move the objects you want to see in Work-Relay to the Allowed Objects column.

Process: 

The process is one of the objects in the work-relay. It contains a set of elements and actions that will create the tasks that will fire automatically and assign them to the specified users. The task will be viewed in the assigned user’s dashboard.

The elements are Responsibility, Milestone, Start, End, Process step, and Decision step. The actions are Send Email, Create Issue, Create Records, Update Records, Delete Records, Callout, Execute Apex, Define Variable, and Start Sub Flow.

Swimlane: 

Swimlane is one of the parts in Process. If you want to move a swimlane, you should right click in itsgrey section. Then choose either Move Swimlane up or Move Swimlane down option to move it either upwards or downwards respectively.

During this movement, the icons inside the swimlane will stick to it and doesn’t move to some other swimlane. To add a swimlane, Click on Responsibility and drag it into the canvas. The newly created swimlane will be added at the bottom of the canvas. If you need to delete a swimlane, click on the cross symbol that appears on the swimlane.

To move a step into the swimlane or from one swimlane to another swimlane, simply click on the step and drag it into the canvas.  To change the swimlane name, click on the header and edit the properties available on the right-hand side of the screen.

To assign a swimlane, click on it and choose User in Assign Type properties and then add the necessary users.

To dynamically assign a swimlane, create a custom field that has a lookup relationship to the user in the object that is needed as the data source for your process. Assign the field to the Assign Type properties of the swimlane by choosing the Field option in the dropdown.

Milestone: 

To modify a milestone, click on the name of the milestone and update the properties like name, description etc. After the modification, the changes will be reflected in the canvas of the milestone. To add a milestone, click and hold on it and then drag it onto the canvas. The new milestone will now appear on the canvas.

To move a milestone, right click on the header of the milestone and choose Move Milestone left or Move Milestone right option to move a milestone either towards the left side or right side respectively.

To delete a milestone, right click on the header of the milestone and choose Delete Milestone option and then click on yes on the alert as a confirmation. You can also delete a milestone by clicking on the cross symbol located next to the right side of the milestone’s name. If you delete a milestone, all the underlying subsequent steps in it will also be removed.

To change the width of the milestone, you should hover on the line of the milestone you wish to change the width. Now the line will appear thicker than before. Next, you should click on that line and then drag it. A dashed line will be shown to indicate the new position of the milestone. Now you release the line to place it in the new position.

Flow Step: 

It contains 2 types of steps.

1.    Process Step

2.    Decision Step

The process step is a simple step that will create a task and assign it to the responsible user. You can invoke actions, forms, Visualforce page, and URL.

A decision step is like an approval process. It contains approve connector and reject connector. You can invoke actions, forms, Visualforce page, and URL.

The connector is used to connect two steps in the process.

Steps for create a new Process: 

To create a process step, click on the process tab[Symbol] click on the New Process button[Symbol] Click on New Process in the dropdown [Symbol] Enter the basic setting information like name of the process, admin users etc. [Symbol] click on the Next button [Symbol]  In the Data Source settings, enable the Use custom Data Source and then choose the data source [Symbol] Click on the Next button [Symbol] Select the evaluation criteria for your process and Add condition if you want to use entry criteria [Symbol] click on the Next button[Symbol] Enable the Chatter Notifications [Symbol] click on the Next button[Symbol] click on the Save button.

Consider a scenario 

A new swimlane is created. Give a name to the swimlane. In the created process, give a name, and drag the update records action into the process. Here, you can specify the update values. Like our scenario, we update the Stage value to Closed Won for Opportunity Object. Then, you will place a decision step to provide an approval process for the above action. The decision step will contain an approval and reject connector. When the process is rejected, it will restart from initial steps.

Form: 

You can create a form under the form tab by clicking on the New Form button. Choose the data source object to which you want to add a form. Provide a name for the form and choose the fields under the Fields section from the items tab.  All the actions buttons such as Save, Close, Edit, Delete, Record View Button, Go to Dashboard will be automatically enabled.

There will be a Workflow button available under the Additional tab section which will be used to move from one step to another. The Workflow button contains Proceed, Activate, Change Step, Change Assignee buttons which can be customized. It is also possible to use nested forms.

Advantages:

  1. It provides a high-quality product and service at an affordable cost.
  2. It increases the productivity of the work through its automation features—like creating repeated tasks automatically and reducing all manual efforts in task creation.
  3. You can improve your decision-making skills through the knowledge gained from embedded collaboration. So, you could avoid costly delays in your business process.
  4. It increases your business revenue by providing faster time to market and accelerates the overall cycle time
  5. It improves the agility that switches and adapts to your changing business environment through its intelligent rules.

Reference: 

Work-Relay