Workflows & Actions

Make the next step clear and repeatable.

Operational processes need more than a status list. Lucendus lets you configure work types, fields, conditions and actions so routine assignment and progression reflect your organisation's process, with an execution record that helps explain what changed.

Why it matters

Where disconnected records slow the work.

The process lives in people's memory

Routine routing and follow-up vary when each person must remember the next step.

Forms do not capture the deciding detail

A workflow cannot apply the right rule if the relevant field is missing or ambiguous.

Automatic changes are hard to explain

Teams need to understand which rule caused an assignment or status change when the result is unexpected.

What you can do

Put your operating rules into the work record.

Define a process your team can understand, configure and review.

Work types with relevant fields

Configure the fields and statuses needed for a particular kind of work. Capture operational detail in a structured form rather than burying every decision in free text.

Conditions that reflect the process

Use field-aware rules and nested conditions to decide when an action applies. Set priorities so the intended sequence is explicit.

Actions for routine progression

Configure supported actions such as assignment, field updates, status changes and due dates. Keep routine coordination close to the work it affects.

An execution trail for review

Retain workflow execution information and changes so administrators can investigate unexpected behaviour. Refine the rule from evidence rather than guesswork.

Example workflow

A facilities request needs a specialist team.

The request captures the location, service category and information used by the routing rule.

A configured rule assigns the work to the appropriate group and sets the relevant fields. The receiving team can see the request context and continue through the agreed statuses.

If an assignment is unexpected, an administrator reviews the rule execution and input values. The team can correct the process without treating each request as an isolated exception.

Plan your rollout

Start with rules people can explain.

Agree normal and exceptional paths before enabling automation. Validate required fields, rule ordering and permitted transitions with representative work records. Use available actions for the intended process; an arbitrary external integration or autonomous decision is a separate scope.

Getting started

Start with a workflow your team knows.

01

Describe one repeatable process

Identify its trigger, deciding information, owner and intended outcome.

02

Configure and exercise the rules

Test routine work and exceptions, including missing or conflicting inputs.

03

Review with the receiving team

Check that assignments and status changes make sense in daily operation before adding more rules.

Your next step

Explore Workflows & Actions with your team.

Bring a process that depends on manual routing or reminders. We can explore which steps Lucendus can make explicit and repeatable.

Workflows & Actions | Lucendus