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I am looking for software which will help me to manage big workflow of cases.

I have more than 100'000 cases, each of them follow a workflow. I would like to manage case-flows with a software. There are more or less couple standard flows with 5-6 steps for each. There are no functions or advanced logic in every step. It is technically just a label. But labels should be assigned within the specific order of the flow. Every step has documents associated with it. I need to have a possibility to upload documents through API for every step in a case-flow. enter image description here

Main requirements with API and WEB GUI:

  • Multi-user environment Admin and Manager
  • Admin: Add/Remove a user as "case-flow" manager role at any point a time.
  • Manager: Move cases through flow
  • Manager: Upload file-documents for every case-step
  • Manager: There are associated float values with every case-step, i call them "costs". They can be different types and values for every case-step. I would like to upload and store them on case-step level.

Preferably self-hosted. Linux or Windows.

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https://www.project-open.com is open-source and includes a strong Petri-Net based workflow engine, a file-storage and a lot more. Please search Google for "project-open workflow" for documentation. The document upload tracking would require a custom workflow "transition". Disclaimer: I'm part of the ]po[ team.

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  • Thanks! We're just after a relaunch. And we're all not native speakers...
    – fraber
    Commented Aug 7, 2015 at 15:23
  • Not unusual for FOSS projects (I'm involved in one myself!). ;)
    – Dɑvïd
    Commented Aug 7, 2015 at 16:03
  • Thanks, are there API functions to perform the tasks?
    – Cron Merdek
    Commented Aug 12, 2015 at 7:23
  • Hi, project-open.com/en/package-acs-workflow is the start point to the WF documentation, a tutorial is available here: project-open.com/en/tutorial-workflow. This is a very powerful engine (Petri-Nets allow for parallel tracks and you can mix user interaction with automatic tasks), but nobody said it would be easy. You could also just take the WF-Engine (entirely written in PL/SQL running inside the PostgreSQL database - PG only...) and use it with a different front-end.
    – fraber
    Commented Aug 13, 2015 at 8:50

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