Up to now, I've only used Mongoose to build forms. The next step on my journey is to use Mongoose to start approval workflows. Any advice that you can give me is appreciated. We are on the cloud version of Mongoose.
We have the need to create approval workflows. The basic flow is this.
- User enters information on a form and clicks a button that starts a workflow. The data the user enters into the form is save into the Mongoose database.
- The workflow has one-to-many approvals depending on the workflow
- As each approval is made, then the database is updated to record who and when the approval was made
- After the workflow is approved, then last step of the workflow is perform an action
Currently, we use a tool named K2 BlackPearl for our forms and workflows. Since we have already implemented Infor EAM and are planning on implementing Infor FSM for financials then we want to replace K2 with Infor tools.
Our EAM development team has built ION workflows. So far, I have not build an ION workflow. My goal is to learn how to build an ION workflow and then start the workflow from Mongoose.
Questions:
- How do we start an ION workflow from a Mongoose form?
- When a user approves a workflow. Do they open a Mongoose form to do the approval? Or do they just make the approval from the Infor inbox? In our K2 took, the approval happens in the form. It appears with Mongoose that the approval is made from the Infor inbox.
- Can an ION workflow update data in the Mongoose database? We want to keep track of each approval. A Mongoose form will show which approvals steps have happened and which are still waiting on approval.
- The Mongoose document has a section titled "Workflow example 5: an approval request workflow". It appears that I do not want to do that. For some of our workflows we let the user save information without starting the workflow. Once they are ready, then they kick off the workflow. Do you agree that this example doesn't apply to my use cases?
- Do you agree that ION workflows are the tool we should be using? It appears that we should be using ION workflows for approval workflows. But I want to double check that using ION workflows is the best approach for our use cases.
Thanks for any advice you have.
