Overview of object workflows

The Data application in Yapla allows you to collect data and process them using validation processes (workflows).  Yapla offers two modes of operation, custom workflows and system workflows. There are currently four system workflows: Simple Validation, Submission, Payment and Validation with Review. For more specific needs, the custom workflow allows you to define the different statuses yourself.

The status changes of each workflow can also trigger automatic communications.

Select your workflow

Workflows can be found in the "Settings" menu of your object

In the "Workflows" submenu, you can select the one that suits you.

Simple validation

This type of workflow is used for simple forms that do not require approval by a Yapla administrator. For example, this workflow can be used for a contact form or a newsletter subscription. 

Status	Description
New	Initial status when a request is created.
Validated	The request has been validated.
Cancelled	The request is cancelled.
Destroyed	The request is destroyed and is not recoverable.
Archived	The request is archived.

Submission

This type of workflow is used for elements that require the user to submit the form once it has been completed. This workflow will be used when the request is linked to a member by an Object field. This allows members to connect to their Member Space and complete forms that have been assigned to them by a Yapla administrator. For example, this workflow can be used to fill out evaluations, fill out surveys, fill out a self-evaluation request, etc...

 

Status	Description
New	Initial status when creating an item.
In progress	The member is completing the form.
Submitted	The form has been submitted by the member.
Cancelled	The item is cancelled.
Destroyed	The item is destroyed and is not retrievable.
Archived	The item is archived.

 

Payment

This type of workflow is used for forms that require a payment step. For example, this workflow can be used for a guide purchase form, for the payment of an advertising request, etc. Learn more about adding prices to objects.

 

Status	Description
New	Initial status when a request is created.
Waiting for payment	Status when the selected payment is payment by check or bank transfer.
Transaction Completed	Status when the payment has been completed.
Validated	The request has been validated.
Cancelled	The request is cancelled.
Destroyed	The request is destroyed and is not recoverable.
Archived	The request is archived.

 

Validation with review

This type of workflow is used for forms that require a Yapla administrator to approve the request. This workflow will be used when the request is linked to a member by an Object field. This allows members to connect to their Member Space and submit requests for approval. It allows Yapla administrators to approve, refuse or request modifications to the request. For example, this workflow can be used to fill in accreditation requests, article publications, etc... It is also possible to associate a payment to this workflow.

 

Status	Description
New	Initial status when creating an element.
Approved	Status when the Item has been approved by an account administrator.
Approved and Pending Payment	Status when the Item has been approved and payment is now pending.
Pending Change	Status when an edit request is pending.
Pending Approval	Status when an item has been sent for approval.
Ready to Submit	Status when the form is completed and ready to be sent for approval.
Rejected	The item is declined by an account administrator.
Rejected and Pending Payment	The item is declined by an account administrator but payment is still required.
Cancelled	The item is cancelled.
Destroyed	The item is destroyed and is not recoverable.
Archived	The item is archived.

 

Customized workflow 

This workflow allows the Yapla administrator to manually associate the status of an element but it also allows him to create his own statuses. Here are the basic statuses that are present when an object is created:

 

Status	Description	Yapla Administrator
New	Initial status when creating a request.	The Yapla administrator can select any status at any time. The status change is done directly on the form.
Validated	The request has been validated.
Cancelled	The request is cancelled.
Destroyed	The request is destroyed and is not recoverable.
Archived	The request is archived.

 

At each status change, a customized communication can be sent by email automatically. For example, it is possible to announce to the person who filled the request that it has been received and will be validated shortly.