Easily Configure Procedure Properties with Help from the AI Assistant
Once your workflow is generated using ROK’s generative AI, it’s time to fine-tune the key settings: procedure properties.
This is where you define the overall behavior, execution rules, display settings, linked documents, and task transitions.
Good news: the built-in AI Assistant is here to guide you step by step, without needing to dig through the interface.
What You Can Ask
Here are some examples of natural-language prompts you can give the assistant:
- “I want this workflow to launch with one click from the homepage.”
- “Make selecting a category mandatory for this process.”
- “How can I add a reference document to the procedure?”
- “Enable quick validation for this task without redirection.”
- “Activate mobile compatibility options for this task.”
- “What is the alias field used for?”
- “I want to hide the history view for certain user profiles.”
The AI Assistant responds with contextual help, showing you where to click, what to fill in, and why it matters.
What the AI Assistant Can Help You Configure
Think of it as a smart co-pilot across all configuration sections:
Procedure Properties
- Name, category, alias
- Mandatory categories
- Business variables (string, date, boolean…)
- Linked documents, tutorials, videos
- Launch options (one-click, homepage access…)
- Display settings (hide history, hide logigram, etc.)
Task Properties
- Assigned roles
- Descriptions
- Validation modes (quick approval, comment fields, no redirection)
- Mobile compatibility
- Email notifications
Task Links
- Conditional paths (“Yes/No”, return loops…)
- Webservice calls
- Associated folders and attachments
Instantiation Rules
- Auto-triggered workflows
- Role assignments
- Dynamic behavior based on context
What This Changes for You
With contextual guidance in natural language, even beginners can:
- Configure secure and relevant workflows
- Save time on complex settings
- Focus on business logic rather than interface complexity
- Deploy professional-grade processes without needing technical support
Try it yourself in ROK Free:
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