Toqio Workflow Design Guide

Introduction

A workflow is a way of automating tasks or activities that are a part of business processes. Essentially, it involves passing information among the different participants in the process following some predefined rules.

Toqio Workflow Design is a tool for business process and case automation, designed to manage workflows, cases, tasks, and forms.

Toqio Workflow Design allows the creation of automated processes and forms that can be easily configured and managed through its graphical interface, dynamically integrating business logic, events, and decisions, so customers can easily create their own flows or customize Toqio’s.

Toqio Workflow Design is an engine based on three standards defined by the Object Model Group:

BPMN (Business Process Model & Notation)
CMMN (Case Management Model & Notation)
DMN (Decision Model & Notation)

Toqio Workflow Design tools

The Toqio platform includes a powerful low-code development system where you can quickly model how various parts of your apps will behave and interact. Just about any customer, technical partner, and/or our professional service team can develop custom workflows using following tools:

Toqio Workflow Design: Modeller software that allows us and our customers to build new features in a low-code platform, without intervention of our development team.
Toqio Workflow Work: This is the engine where any of the features built in Toqio Workflow Design can be executed and used.
Toqio Workflow DB: A database that stores all the things that are needed to run workflows.

Why use Toqio Workflow Design?

Key reasons:

Process automation: Enables modelling and execution of complex workflows, reducing manual tasks.
Support for standards: Toqio Workflow Design leverages BPMN for processes, CMMN for cases, and DMN for decisions, ensuring compatibility with other platforms.
Intuitive graphical interface: The visual designer simplifies process creation without coding, ideal for cross-team collaboration.
Easy integration: Integrates seamlessly with other systems through REST APIs, web services, and connectors.
Flexibility and scalability: Toqio Workflow Design handles both simple and complex processes, managing large volumes of data and dynamic tasks.
Open source: As an open-source platform, Toqio Workflow Design is highly customizable, with strong community support.

In short, Toqio Workflow Design is a versatile, low-code system that optimizes business processes, provides simple integration, and gives you total control over business automation. Here are three examples of how businesses can leverage Toqio Workflow Design to create customized solutions:

Enhance existing user journeys: Adapt and vastly improve existing workflows such as the account creation process. You can easily modify the sequence of steps or customize questions to better meet users’ specific needs.
Create tailored customer experiences: By using our pre-built components (like text boxes and display sections) along with API methods, you can integrate real-time account and PoS balances, trigger balance updates, enable payment functions, or create your own personalized journeys from scratch such as an instant settlement process.
Develop new solutions: You can create entirely new experiences, such as displaying live FX rates from public sources to merchants, offering real-time updates that enhance business operations.

Front end integration

A seamless experience

New features created in Toqio Workflow Design will always have the same look and feel of other Toqio components, so that users won’t notice any difference between default Toqio features and new features created in Toqio Workflow Design.

Some new components not present in the Nigiri Design System have been created to accommodate workflow particularities, such as tables or headers.

Custom components

Toqio Workflow Design also allows you to add custom components to the workflow engine, so you can:

Provide customers using workflows a way of replicating our screens.
Use our component library so there is no need to create the components from scratch.

Glossary

Term	Definition
App or Flow-App	All the applications deployed should be Flow-Apps (with pages) in order to be correctly integrated in Toqio’s FE via App-view. In Toqio Workflow Design, applications are used to group case, process, decision and form definitions together into a single package that is deployed into Toqio Workflow Work. In addition to this, applications can also be marked as Flow-Apps. A Flow-App is a specific type of application that provides pages, which appear in the left menu of a Toqio Workflow Work application. The Flow-App appears as a top-level menu item, and each page is made available as a submenu item of the Flow-App menu item.
Tenant	Identifier in Toqio Workflow DB attached to data (users, definitions, deployments, models,…) and used to filter queries. The main point of multi-tenancy is that the data of a given tenant is inaccessible by users of another tenant. Tenants only exist when multi-tenancy is enabled in a Workflows instance.
Default/master tenant	The tenant that has access to all the tenant apps, models, etcetera. The Workflows tenant with special characteristics (e.g., other tenants “inherit” models from this tenant by default, unless they “override” them with the same key. Admin modellers of the default are Super-admins so they can manage all Workflow Design users that exist in all tenants.
Master app	App created by Toqio, available for customers to use/modify.
Model	A model is created and managed by modellers and defines the blueprint of how definitions and instances will behave when executed in Workflows Work. Examples of types of models: case, process, application, form, page, decision table, data object, service, template, action, and others.
Modeller	A Toqio Workflows Design user.
Technical user	The user or users associated with a tenant and used to authenticate the Toqio service and provide access to the apps to customers.
Case Instance	A case instance (technically and based on the context we can use just instance) is an object with a lifecycle that is started from a workflow app. An obvious example would be a financing request; when a user creates a request, that single request would be a case instance.
Instance	It’s the dedicated cloud deployed exclusively for a given customer or technical partner that will hold all workflow-related software (design, work, and control). We have opted for a multi-instance infrastructure approach lead, mostly, for security reasons. When talking about an instance in the context of infrastructure and customer build, we are referring to all this cloud software.
Custom component	A drag and drop element that we use and we make available to our customers in the Toqio Workflows Design dev portal to replicate existing Toqio functions, i.e. a header component which replicates our Nigiri Design System. We can also have custom components for BE features (such as a Service Registry) that directly connect to our Public API and in a no-code fashion, enabling the modeller to send the relevant data to a given endpoint.