# Workflow Features

## Workflow functions

* Mix human-based, agentic AI, and automatic system actions in the workflow<br>
* Create any business rules based on workflow data<br>
* Create conditions or exceptions based on workflow data or by using ready-to-use macros<br>
* Customize contents and layout of event-based email notifications (SMTP)<br>
* Automatic escalation based on workflow data<br>
* Enable delegation for workflow participants<br>
* Create complex workflows with sub-processes<br>
* Customize and secure display of data in user interface<br>
* Ready-to-use document validation application<br>
* Attach any kind of file to workflows<br>
* Save-as-draft mode for forms<br>
* Define workflow data stored in database without programming<br>
* Use all assignment methods (automatic, self-service, dynamic, etc.)<br>
* Parallel and/or serial routing<br>
* Automatic synchronization action<br>
* Define lead times for the entire workflow<br>
* Define lead times for each action at design time or runtime<br>
* Launch a workflow from a third-party application<br>
* Unique request IDs for all processes<br>
* Relative request IDs per process and/or per year and month<br>
* Time zone management<br>
* Action completion in background mode<br>
* Action multi-instance management<br>
* Agent actions to automatically trigger and perform large volumes of system actions within multi-application IT ecosystems<br>
* Scheduled frequency system actions<br>
* Automatic cancellation of timed-out system actions<br>
* Integrated Remote Approval service lets users approve requests by email reply from a mobile device

## Action assignment methods

* Manual (the current user selects a user to perform the next action)
* Automatic (using workflow data containing the user)
* Self-service (the first member of a team who takes the action handles it)
* By a coordinator who dispatches
* By the manager
* By the person who performed a previous action

## Ready-to-use workflow applications

* .NET web form support<br>
* XMLTODATABASE: Export .NET web form data into one or multiple databases<br>
* GETUSERSFROMDIR: Query the directory at runtime to retrieve user list for dynamic assignments and/or email notifications<br>
* XMLTRANS: Transform XML files into other formats (EAI)<br>
* RAISEEXCEPTION: Cancel one or several actions in the running request<br>
* MERGEFORM: Merge multiple form data files into one file and merge form archives into a target form archive<br>
* UPDATEPROCESSDATA: Update process data associated with a request<br>
* STARTPROCESS: Launch a new request with corresponding parameters for inter-process communications<br>
* COMPLETEACTION: Complete an ongoing action with the corresponding parameters for inter-process communications and synchronization<br>
* GETPROCESSDATA: Retrieve process data values for a specified request<br>
* GETFORMDATA:  Retrieve form field values for a specified request<br>
* CANCELREQUEST: Cancel an ongoing request<br>
* MERGEFORM: Merge multiple form data files into one file<br>
* COPYDATA: Copy data from a parameter to a different data<br>
* SENDMESSAGE: Send SMS notifications from WorkflowGen<br>
* SENDHTTPPOST: Post HTTP requests and webhooks to external sources<br>
* RESTAPICLIENT: Call REST API endpoints to exchange information with other applications through HTTP requests<br>
* EXECSQL: Execute one or multiple SQL queries in a process<br>
* JSONTODATA: Parse JSON content into process data<br>
* DOCUSIGNSEND: Send one or more documents to DocuSign for electronic signature<br>
* DOCUSIGNCHECK: Check the status of a DocuSign envelope and download associated files<br>
* ADOBESIGNSEND: Send one or more documents to Adobe Sign for electronic signature<br>
* ADOBESIGNCHECK: Check the status of an Adobe Sign agreement and download associated files<br>
* DOCAPOSTESEND: Send one or more documents to Docaposte for electronic signature.<br>
* DOCAPOSTECHECK: Check the status of a Docaposte transaction and download associated files.<br>
* YOUSIGNSEND: Send one or more documents to Yousign for electronic signature.<br>
* YOUSIGNCHECK: Verify the status of a Yousign agreement and download its associated file.<br>
* DROPBOXSIGNSEND: Send one or more documents to Dropbox Sign for electronic signature.<br>
* DROPBOXSIGNCHECK: Check the status of documents sent to Dropbox Sign and download the associated files.<br>
* OPENAITRANSCRIPTION: Interact with an OpenAI audio model to transcribe an audio file.<br>
* OPENAICHAT: Interact with an OpenAI, Mistral AI, Google Gemini, or Anthropic Claude chat model.<br>
* OPENAIADDMESSAGE: Update the message history of a conversation to add user or tool interactions, including directly from a sub-process.<br>
* COUNTER: Manipulate a counter in a loop.<br>
* GETAGENTTOOLDATA: Extract information from a tool that can be provided by an application such as OPENAICHAT.<br>
* GETAGENTTOOL: Extract a tool and its information from a list of tools that can be provided by an application such as OPENAICHAT.<br>
* XMLTOJSON: Convert structured XML content into equivalent JSON content.<br>
* Remote Approval: Approve user requests by email reply from a mobile device


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