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Mapping Your Process Flow

In the previous step, you established the data foundation of your Function by defining your 🧊 Objects and their relationships. You know what you are tracking. Now, it’s time to define how these Objects move through your business process from start to finish. This is the purpose of a Workflow.
A well-designed Workflow brings clarity, standardization, and accountability to your operations. It creates a “golden path” for every Object, ensuring that work is handled consistently and nothing falls through the cracks. This step leverages the Workflow LEGO piece from Tier 1.

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The Components of a Workflow

Every Workflow in Luklak is built from two simple but powerful components: Statuses and Transitions.

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Statuses: The Stages of Your Process

A Status represents a specific milestone, stage, or state in the lifecycle of an Object. It’s a snapshot in time. The naming convention for Statuses is ALL CAPS to make them easily identifiable. Examples:
  • Simple Task Workflow: TO DO → IN PROGRESS → IN REVIEW → DONE
  • Sales Deal Workflow: NEW → QUALIFIED → DEMO SCHEDULED → PROPOSAL SENT → CLOSED-WON

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Transitions: The Paths Between Stages

A Transition is the defined, one-way path that moves an Object from one Status to another. In the user interface, Transitions appear as action buttons on an Object. You are not just defining the path, but also the action the user takes to move along that path. Example: To move an Object from the IN REVIEW Status to the DONE Status, you might create a Transition named “Approve & Complete”. This will appear as an “Approve & Complete” button for users to click. [IN REVIEW] --- (Click “Approve & Complete” button) ---> [DONE]

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Designing Your Workflow in Luklak

The Workflow designer is a visual, drag-and-drop canvas that makes it easy to map out even the most complex processes. You will create a unique Workflow for each Object Type in your Function. 
# Tutorial: Building a Visual Workflow

! Important: Each Object Type in your Function can have its own unique Workflow.

## Section 1: Laying Out Your Statuses

1.  **Open the Workflow Designer**
    In your `Function`'s design canvas, select the `Object Type` you want to build a process for (e.g., "Deal") and navigate to the `Workflow` tab.

2.  **Add Your Statuses**
    Drag `Status` nodes from the side panel onto the canvas. Name them according to the process you mapped out in Step 1 (e.g., `NEW`, `QUALIFIED`, `PROPOSAL SENT`).

3.  **Set the Starting Status**
    Select one `Status` (usually `NEW` or `TO DO`) and designate it as the initial `Status` for all newly created `Objects`.

## Section 2: Connecting with Transitions

1.  **Create a Transition**
    Click on the edge of a `Status` node and drag the arrow to a subsequent `Status` node. This creates a `Transition` path.
    ![A user dragging an arrow from a "NEW" status node to a "QUALIFIED" status node on the workflow canvas.](https://via.placeholder.com/1200x600.png/000000/FFFFFF?text=Step%201:%20Drag%20to%20create%20Transition)

2.  **Configure the Transition**
    Click on the transition arrow you just created. In the configuration panel, give it a clear, action-oriented name. This name will appear on the button for users (e.g., "Mark as Qualified").

3.  **Build the Full Flow**
    Continue adding all your `Statuses` and `Transitions` until your complete business process is visually represented on the canvas.

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What’s Next?

You have now built the process map that your Objects will follow. The structure is taking shape. The next logical step is to define the specific data points you need to collect at each stage of this journey.