Workflow Manager

Document-based workflow for Notes


The Workflow Manager is a powerful, easy-to-use document-based workflow engine that works with any version of IBM Lotus Notes/Domino from 7 upwards, including XPages.

It supports any workflow, including Serial, Multiple Approver (i.e. multiple users allocated a document at the same time) and Parallel workflows, with working examples provided.

Watch the Workflow Manager being installed, configured and executed in less than 5 minutes in this YouTube Demo, or follow the Step-by-Step guides included in the demonstration version.

Save time and effort for your users and developers by using a consistent, professional and stable workflow design across your applications.

Key Features

Tick Web and Notes enabled, i.e. both clients can use the same workflow at the same time.
Tick Supports XPages, with working examples provided.
Tick All workflow is based on documents that you can easily create & maintain - you don't need to create workflow in ANY design elements.
Tick The Workflow Manager supports mobile devices taking part in the workflow, and is completely customisable by any developer, as you also get the source code.
Tick You can allow users to circumvent standard workflow. For example to send documents back or forward out of the standard workflow.

At every stage of the workflow Application Managers (or Developers) can easily;
Tick Create user buttons (Approve, Decline, Return For More Info etc).
Tick Create customised emails to groups, users and/or field values. For each email you can specify where to create it, save it, if the user can edit it, or who doesn't want to get email. You can include field values and database or document links & urls, as well as send separate courtesy emails.
Tick Escalate documents by sending reminders, running agents, invoking new workflow and taking into account Weekends, Holidays and Business Hours.
Tick Delegate access dynamically or automatically. For example if a document approver is on holiday or calls in sick. Delegation and approvers can be centrally controlled across multiple workflow-enabled databases.

Developers can easily;
Tick Calculate workflow based on field values (=, !=, <, >, contains etc), or values looked up in other databases.
Tick Start workflow on other documents (e.g. Parent documents).
Tick Create and start workflow on new documents (e.g. Child documents).
Tick Set fields & their values on the document, using @formula language if required.
Tick Validate fields, use "hide whens" etc.

Simple to install and use

Multiple workflows can be defined and used per database. You plug the Workflow Manager into any application with just the click of a button, then just add two subforms to the forms/documents that you want to control with workflow. You then create your workflow using documents (again please see the Demo) and that's it. The most difficult workflow applications become simple Notes applications - forms, fields and views as normal.

In addition, we give you as much assistance as you need for a successful implementation.


1. Notes Application Document

Notes Application

2. Notes Workflow Documents

Notes Workflow Documents

3. XPages Home

XPages Home

4. XPages Document

XPages Document

5. Client Workflow using the Workflow Manager

Example Workflow

Watch a Database being workflow-enabled for Notes and XPages in less than 5 minutes.

"The Workflow Manager is easy to implement and has a logical structure. We've implemented it in 5 databases (Products db, Activity db, etc...). It saved me and others a lot of time. Management can see the benefit of a good workflow. I hope (as Head of the Development Group) that we will implement it in about 75 databases the coming year"
Jaimy van der Spoel, AHKC Netherlands.

"With Workflow Manager I sense a willingness to communicate and work with me that I find shockingly refreshing. Really. I've wanted to purchase your product over some of the more established commercial Workflow systems just on the openness of your company, but add in the polish, versatility, and directness of Workflow Manager, plus it's reasonable price, and it became my top choice."
William Peak, consultant to a Fortune 500 Company, US.

Read more here
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