Getting started with workflows in Upchain

In this lesson, we’ll discuss what a workflow is, what it is for, and the sorts of objects governed by a workflow in Upchain. We'll also explore where to find the workflows in your tenant and outline their basic structure.

About workflows 

In this video, we discuss what a workflow is and what it is for, and list the objects that use a workflow to control its lifecycle.

Before you start:

You’ll need to be invited to Upchain as a Tenant administrator so that you can access the Administration pages within your tenant.

Any referenced datasets can be downloaded from "Module downloads" in the module overview.

Key takeaways

  1. Workflows are the series of steps and processes that govern the lifecycle of an object in Upchain.
  2. Workflows govern the lifecycle of: IRs, projects, items through Change requests, change notices, tasks, documents, QA processes, and requirements.

Understanding the basics of a workflow structure

In this video, we discuss the basics of how workflows are structured and provide an overview of the workflow section of Administration.

Any referenced datasets can be downloaded from "Module downloads" in the module overview.

Key takeaways

  1. System workflows are those provided to you to help you get started using Upchain. They cannot be edited or deleted.
  2. Tenant workflows are those created by you to capture your organization’s business processes.
  3. All workflows must contain a Start and Stop primitive.
  4. In between the Start and Stop primitives map out the ideal process (ie. happy path in green) as well as any possible roadblocks (ie. exception path in red) that may occur.
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