# Introduction

## **What is the workflow builder?**

**One Resource’s** **Workflow Builder** enables you to digitize, automate, and manage business processes efficiently within an organization. With the **Workflow Builder**, you can visualize these processes through a workflow diagram that dictates the flow/order of execution of these processes. 

## Can you give me an example of a process that can be automated using workflow builder?

A sample process that can be digitized with workflow builder 

Let’s assume you’ve been tasked with the responsibility of **digitizing a reimbursement process**, this is how it would look like :

1. You have to maintain a **master dataset of items** where new items (For which reimbursement can be requested by any employee)
2. The employees will have access to a **reimbursement form** that can be filled out on both the **mobile App & Web**.
3. Depending upon the reimbursement amount, it could be **approved or denied at two levels**.
   * If the reimbursement amount exceeds **INR 10,000,** it will be **assigned to the direct manager**.
   * Amounts **greater than INR 10,000 would** be **assigned** to **the department head**.
   * The **Invoice image/PDF must be attached** while raising the reimbursement.
4. The manager and department head receive an Email and In-App notification whenever a reimbursement application is assigned to them. 
5. The employee receives updates about the **final status of the application**.

{% hint style="info" %}
Check out the [<mark style="color:purple;">**step-by-step guide**</mark>](https://docs.senpiper.com/digitize-a-sample-process) here for creating this application on the One Resource platform
{% endhint %}

## How is workflow related to a form?

A workflow is always attached to a form. A form acts a a data collection layer and workflow builder helps define the process and how it will flow across different stakeholders

<figure><img src="https://4216568905-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Mc6E3BSGr4i8kVdH38k%2Fuploads%2FPJ5203XnFgFBiJlwontX%2FWorflow%20and%20forms.png?alt=media&#x26;token=9283fb9e-12a3-4699-bcef-78ad24f8a6ff" alt=""><figcaption><p>Workflow is attached to a form</p></figcaption></figure>

## What are the features of One Resource's Workflow builder?

With the **Workflow Builder**, you can:

**1.   Design a UI-based workflow** for a series of business processes in a linear or non-linear manner

<figure><img src="https://4216568905-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Mc6E3BSGr4i8kVdH38k%2Fuploads%2FmqfGVPF9h3jTCvtCke6X%2Fimage.png?alt=media&#x26;token=f08da103-ca9f-4946-8a0c-baa05921222c" alt=""><figcaption><p><em>Design UI-based Workflow</em> </p></figcaption></figure>

**2.   Track the** **progress** of the processes at various steps of the workflow&#x20;

<figure><img src="https://4216568905-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Mc6E3BSGr4i8kVdH38k%2Fuploads%2FUpBRuZFPRDSVsC7Y8QIR%2FGroup%2020160.png?alt=media&#x26;token=3f4f66f1-c50d-431b-be05-faa23ab830d1" alt=""><figcaption><p><em>Track Status progress</em></p></figcaption></figure>

**3.   Create condition-based branches** for targeted actions at various steps of the workflow

**4.   Assign a process** to the appropriate users/vendors/ custom roles and **set deadlines**

**5.   Send timely notifications and reminders** in the form of emails, SMS, In App alerts to relevant stakeholders during the process

**6.   Define a log of changes in** the process for future reference and audit purposes

## Why must you opt for One Resource's Workflow builder?

1. An **easily configurable** user interface (UI)
2. A significantly **low cost** **for the development** of the business processes
3. **Zero coding knowledge** is required for the implementation&#x20;
4. **Faster implementation** of business processes