Introduction

When you want to create more complex workflows in Session Manager, you can customize out-of-the-box (OOTB) workflows by using node actions.

OOTB assignment types come with two– and three-state workflows. The Hosted subtab on the Default Workflow Studio tab in Solution Center provides OOTB workflows that you can select from the drop-down. Two-state default workflows move assignments from Edit to Approval, whereas three-state workflows move them from Edit to Review to Approval. Then assignments move to Geodatabase Manager (GDBM) for posting.

Complicated integrations with a work management system (WMS) often require capturing statuses and the progression of each work request that originates from the WMS. You can create assignment types, with roles assigned to each, that equate to a status in the WMS and that need to progress through certain workflows.

When you customize workflows, you end up overriding the default workflow, potentially resulting in processing assignments more quickly to handle numerous assignment types and statuses without compromising any running workflows.

While OOTB workflows provide a method of quickly building various types of workflows, customizing them helps you, for instance, create an associated session each time a work request is created. Additionally, updates sent between different assignment types might need captured. Node actions provide ways to customize functionality and inject code without negatively impacting other running processes.

On the Studio tab, you can select a workflow from the drop-down and customize it by selecting an action from the Insert Node Action list, which places the code directly into the codeblock where your cursor sits.