Configure Workflows

Two categories of workflows must be configured - Primary and Secondary. The Primary Workflow is the first point of engagement categories that you can determine and display on the portal. These will appear as tiles in the URL. The secondary workflow is the actual sequence of engagement that will occur after the user clicks on any of the categories of engagement.

For example, Happy Insurance Company wants to gather an enrollment file or pension contribution file from an end-user. A Primary Workflow is defined to capture necessary information (for example Policy Number, Comments, and so on) with the ability to upload the file. The secondary workflow is the link to the actual Ushur has a pre-defined workflow to help the user upload the file and accept the file. The secondary workflow will then display the upload history. For more information on creating a simple workflow see, Build the Ushur Workflow, Using File Upload Module.

Follow the links below to see how you can configure the Primary and Secondary Workflow.

• Configure the Primary Workflow

• Configure the Secondary Workflow