Documentation

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Have questions about this site?


What is this site?

  • This website is Hornbill's new product documentation website and is currently under development.
  • It is intended that all existing and future public-facing documentation we produce will be available to search, browse and share.
  • Hornbill's current documentation is available at Hornbill Wiki but over time this content will be migrated to this documentation site.
  • Please feel free to have a look around at any time.

Why has Hornbill created this site?

  • Hornbill's products have moved on considerably since we introduced it almost 10 years ago. At the time, the MediaWiki tool was sufficient, but we have outgrown it.
  • Our customers are more enterprise focused and more self-sufficient than ever before, so for 2023 and beyond we have established a new documentation platform and team to drive our documentation initiative forwards.
  • We are aiming to deprecate the use of Hornbill Wiki for most Hornbill related documentation.
  • We want to enable our growing partner network with product resources and information, documentation beyond our Wiki approach is required.
  • We could definitely do with some help, and may even pay for some! If you have domain knowledge and would like to help, please check out our Hornbill Docs Contributor Guide and contact the Hornbill docs team at docs@hornbill.com.

What will this site be good for?

  • Community contribution will be facilitated, encouraged, and most welcome.
  • High quality documentation, will be kept up to date as rapidly as our products evolve.
  • Real-time content search and discovery.
  • Articles organized into books, books into libraries, creating a more natural and logical structure to our documentation.
  • Legacy API documentation and various other documentation sources will all be consolidated into a single unified documentation system.
  • Documentation available in browser as well as printable/viewable as PDF on demand.
  • Personalized documentation experience, allowing dark/light mode, article subscriptions, social media sharing and other useful features.
  • Almost all publicly available documentation on docs.hornbill.com will be open-source and available to fork on GitHub, allowing customers to derive their own custom documentation around Hornbill products should they wish to.

What is the timeline for this site?

  • We have taken the decision to publish and make available early, there is very little content at this time.
  • As and when we have completed/usable documentation, it will be published here.
  • We have a host of additional features we wish to add over time, so please watch this space.
  • We expect most of our existing documentation should be reviewed/migrated to docs.hornbill.com over the coming months.
  • The documentation project will be ongoing, will continue to expand, evolve and improve day-by-day.

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Decision Node

A Decision Node within a Workflow allows the workflow to branch down different paths based on the outcomes of previous nodes within the workflow stage. Default outcomes are available to test the outcomes of the node that immediately precedes the decision node.

Decision Outcomes

The outcomes available will depend on the node that precedes the decision node and may include:

  • Failure
  • Success
  • No Match
  • Expired
  • Task or Authorisation outcomes

In addition to these default options, you can also build your own custom expressions using the Custom Expression Builder. Custom Expressions will allow you to evaluate the outcomes of any node that precedes the decision node within the same stage.

What is a Custom Expression

A Custom Expression consists of one or more tests that evaluate the outcomes of nodes within the current stage. If the tests within the expression are met, that path out of the decision node will be followed. To add a Custom Expression, click on the description box of a connector that exits a Decision Node and in the Goto If dialog box, select Custom Expression from the list of outcomes.

Building Expressions

The custom expression builder allows you to create one or more tests which can be evaluated when a workflow reaches the decision node.

Adding your first Expression

Following a decision node, draw out a line and add a new node. On the line you have drawn out you will see ?? icons. Click on the icons and a pop up window is presented, this will contain a drop down with default outcomes and an option for Custom Expression.

  • Provide a display name for the Custom Expression
  • Select Edit Expression and + to add

Options

By default the rule question will be presented in the Selected Test Setup section, picked up from the node proceeding the decision node. This can be left the same or using the Variable Picker Icon you can change what you want to evaluate by choosing from the list of available variables (See the variable picker to understand what options can be presented here)

  • Operators
    Choose what condition for the chosen question you are looking to test ( ==, Contains, <,> etc)
  • Value
    Choose to insert:
    • Static Value
      Here you can manually insert a value to evaluate against
    • Variable
      Here you can choose to use the variable picker to look up a value to evaluate against, examples maybe an answer to a progressive capture question, a customers custom field value or a custom filed on a task.
    • Value to evaluate
      Choose to use either the raw value or display value for the variable - the raw value is unlikely to change so maybe more consistent to use, compared with the display value which may be changed or different language variants of the variable may exist.

If only one rule (expression) is required click apply to save.

Adding Additional Rules

It is possible to add multiple rules (expressions) to a single custom expression and you can do so by simply selecting the + icon and repeating the steps above.

When more than one rule (expression) exists you can add conditions which can be evaluated:

  • AND / OR - Decide if the defined rules (expressions) must all match or if there is a combination of AND or OR conditions
  • Groupings ( ) - Use the expression groupings to build out more complex (rule / expressions)

Administration

  • Select a rule (expression) to either edit or delete it
  • Select a grouping bracket to delete it *Use the Delete All option to delete all the rules (expressions)
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