Table of Contents

Workflow

Danielle Kellogg Updated by Danielle Kellogg

Workflow defines the process, steps, and actions that get your work done. 

In Knack, workflow is what turns your static data into dynamic processes designed to impact your business: it moves jobs to the right employee, it alerts customers when an order is ready, it requests approvals from a manager.

Knack doesn’t have one specific workflow feature. Instead, workflow is included in many features throughout the Knack platform.

This article shows examples of the types of workflow available and resources for adding these to your apps.

Workflow Examples

Pipelines

A pipeline is a defined progression with a common start and a common end point. Each record starts at the beginning and through a series of actions progresses through the pipeline.

The most common example is a sales or customer pipeline. The potential customer may begin as a “lead” and follow a specific path on the way to becoming a "customer." Here's how that works in our CRM template:

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Stages

When working through stages in a process, you want to highlight the most useful information for the stage you're currently in.

A great example is a project management app. The project may begin with sales and budget information in the planning stage and then focus on milestones and tasks in the production stage. Here’s how that can work in our Project Management template:

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Approvals

Approvals require information to be reviewed in order to move through a process with defined stages. Each user will see their pending approvals and next steps.

A basic example is approving events before posting them to an event calendar. All events start out with a status of “Pending” until managers have reviewed them and either approved or rejected them. Here’s how that works in our Event Calendar template:

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Assignments

Users can be assigned to individual records. Records assigned (connected) to a user can then be made viewable to only that user.

Users can also be assigned to user roles. Those roles can then be used to specify what information and functionality users have access to.

A common example of assignments is a task management app where supervisors and employees perform different actions and view different sets of information. Here’s how that works in our Mobile Workforce template:

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Status Indicators

Status indicators help you quickly gauge which processes are on track and which ones are in need of attention.

A great example is tracking inventory levels. There needs to be a quick way to see which inventory items are running low and need to be re-ordered. Here’s how that can work in our Inventory Manager template:

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Notifications & Reminders

Notifications and reminders keep your users automatically updated of any workflows. You can send customized emails at any step of the process.

A common example is sending a customer an email notification letting them know that they need to pay an invoice. Here’s how that can work in our Customer Portal template:

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Create Your Own Unique Workflows

The examples above are only a sample of the workflows you can build into your apps.

Take a look at our commonly used features for creating your own unique workflows here: Workflow Tools.

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