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Ribily Platform Overview
Ribily Platform walk through – Create App – Create App Flow
Create App – Create App Flow
• Now that you have
created Form for your
Vacation Request App.
You can now create a
Flow for your App.
• Click on ‘Flows’
Create App – Create App Flow
• The Flow designer opens
up with Start action
already placed.
• This action connects your
trigger to the flow and
makes all data entered in
the form available to the
flow
Create App – Create App Flow
• Hover the mouse on top
of the shape to highlight
the options available.
• You can do the following
• Add a shape- Rhombus,
Square or a Circle.
• Add a connector if needed
• Go to properties
• Delete shape
• Click on the diamond
shape and drag and drop.
Create App – Create App Flow
• Hover the mouse on top
of the rhombus and click
on properties
• Rhombus lets you
configure any rule in your
app flow.
Create App – Create App Flow
• Name it ‘Get Days’
• We will use this shape to
configure the following
Rule.
• If Number of Days is
greater and or equal to
number 5 then Manager
Approval is needed Else
Approval is not required.
• The form fields and
submission context is
available in the drop down
Create App – Create App Flow
• Add a Square Shape to
the flow.
• The square shape can be
used to configure an
action either performed
by a Human OR
automated
Create App – Create App Flow
• Click on the on the edit
icon to configure output
paths out of the rule we
configured previously
• Note that both the
outputs we configured in
the rule are available.
• Configure ‘Needs
Approval’ output
Create App – Create App Flow
• Edit properties as shown
• Here we will configure
the properties for the
approval when ‘number
of days’ are greater than
or equal to 5.
Create App – Create App Flow
• Select ‘Perform Task’
from the activity type
drop down.
Create App – Create App Flow
• Fill in the ‘Activity Name’
and Description as shown
and click ‘Save’
Create App – Create App Flow
• Configure Task
Assignment properties
• You can either assign the
task by typing the first 3
characters of the user
name And/or through a
rule
• OR you can assign task
to a Task Pool
Create App – Create App Flow
• In case of multiple Users
configured to act on this
task, you can also
mention the minimum
number of users required
to complete this task
• You can set up due date
and reminders for the
task
Create App – Create App Flow
• Click on the ‘Configure
Task’ Tab
• Configure the action
buttons which needs to
be available for the user
to complete this task
Create App – Create App Flow
• Note that ‘On Hold’
action button is not a
completion marker.
Clicking on this button
will not complete the
task for the user
• Manager Comments is
enabled so that the
manger can use this field
to provide his comments.
Create App – Create App Flow
• Click on the ‘More’ Tab
on the top
• You can use the form
data by selecting the
select variable drop down
to access the context as
shown.
• Click on the field which
you want to add to
Subject and Body
Create App – Create App Flow
• Configure the subject and
body of the Tasks as
shown.
• The same text for subject
and body will be
available in the email as
well for the user when
send notification alert is
set to Yes
• Click ‘Save’
Create App – Create App Flow
• Add another Square after
the Get Days Rule.
• Configure the output as
‘Auto Approved’
Create App – Create App Flow
• Select ‘Send Update’
from the dropdown.
• In this activity we will
configure an update to be
sent to the user on Auto
Approval.
• Click Save.
Create App – Create App Flow
• This time for assignment,
add a rule.
• Assign this task to the
users where
• Name is equal to Name
• You can use select
variable to access the
form data.
• Click ‘Save’
Create App – Create App Flow
• Complete the App Flow
with Rejection paths and
HR approval as shown.
• Click on Next to save the
flow and publish the App
Create App – Create App Flow
• Click on Publish to
publish the Vacation
Request App.
• When editing the app,
you can publish as a new
version Or update exiting
updates.

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Creating an app on Ribily Part 3 - flow creation

  • 1. Ribily Platform Overview Ribily Platform walk through – Create App – Create App Flow
  • 2. Create App – Create App Flow • Now that you have created Form for your Vacation Request App. You can now create a Flow for your App. • Click on ‘Flows’
  • 3. Create App – Create App Flow • The Flow designer opens up with Start action already placed. • This action connects your trigger to the flow and makes all data entered in the form available to the flow
  • 4. Create App – Create App Flow • Hover the mouse on top of the shape to highlight the options available. • You can do the following • Add a shape- Rhombus, Square or a Circle. • Add a connector if needed • Go to properties • Delete shape • Click on the diamond shape and drag and drop.
  • 5. Create App – Create App Flow • Hover the mouse on top of the rhombus and click on properties • Rhombus lets you configure any rule in your app flow.
  • 6. Create App – Create App Flow • Name it ‘Get Days’ • We will use this shape to configure the following Rule. • If Number of Days is greater and or equal to number 5 then Manager Approval is needed Else Approval is not required. • The form fields and submission context is available in the drop down
  • 7. Create App – Create App Flow • Add a Square Shape to the flow. • The square shape can be used to configure an action either performed by a Human OR automated
  • 8. Create App – Create App Flow • Click on the on the edit icon to configure output paths out of the rule we configured previously • Note that both the outputs we configured in the rule are available. • Configure ‘Needs Approval’ output
  • 9. Create App – Create App Flow • Edit properties as shown • Here we will configure the properties for the approval when ‘number of days’ are greater than or equal to 5.
  • 10. Create App – Create App Flow • Select ‘Perform Task’ from the activity type drop down.
  • 11. Create App – Create App Flow • Fill in the ‘Activity Name’ and Description as shown and click ‘Save’
  • 12. Create App – Create App Flow • Configure Task Assignment properties • You can either assign the task by typing the first 3 characters of the user name And/or through a rule • OR you can assign task to a Task Pool
  • 13. Create App – Create App Flow • In case of multiple Users configured to act on this task, you can also mention the minimum number of users required to complete this task • You can set up due date and reminders for the task
  • 14. Create App – Create App Flow • Click on the ‘Configure Task’ Tab • Configure the action buttons which needs to be available for the user to complete this task
  • 15. Create App – Create App Flow • Note that ‘On Hold’ action button is not a completion marker. Clicking on this button will not complete the task for the user • Manager Comments is enabled so that the manger can use this field to provide his comments.
  • 16. Create App – Create App Flow • Click on the ‘More’ Tab on the top • You can use the form data by selecting the select variable drop down to access the context as shown. • Click on the field which you want to add to Subject and Body
  • 17. Create App – Create App Flow • Configure the subject and body of the Tasks as shown. • The same text for subject and body will be available in the email as well for the user when send notification alert is set to Yes • Click ‘Save’
  • 18. Create App – Create App Flow • Add another Square after the Get Days Rule. • Configure the output as ‘Auto Approved’
  • 19. Create App – Create App Flow • Select ‘Send Update’ from the dropdown. • In this activity we will configure an update to be sent to the user on Auto Approval. • Click Save.
  • 20. Create App – Create App Flow • This time for assignment, add a rule. • Assign this task to the users where • Name is equal to Name • You can use select variable to access the form data. • Click ‘Save’
  • 21. Create App – Create App Flow • Complete the App Flow with Rejection paths and HR approval as shown. • Click on Next to save the flow and publish the App
  • 22. Create App – Create App Flow • Click on Publish to publish the Vacation Request App. • When editing the app, you can publish as a new version Or update exiting updates.