Workflow Orchestration
Layout Builder
Design, organize, and manage workflow data and features with layouts
Layouts: Building Your Workflow UI
Elementum layouts let you visually design how users interact with workflow data and features. Layouts combine Fields (your workflow’s state/data) and Components (Elementum-powered workflow features) into clear, actionable interfaces.Stage Layout Builder
Visualize workflow progress Use the Stage Layout Builder to define and display your workflow’s stages (e.g., 1. Read Invoice → 2. Match Records → 3. Review Compliance → 4. Closed). Stages are customizable and shown as a numbered progression at the top of the layout.
- Rename, reorder, or remove stages as needed
- Each stage can have its own layout and fields
Bring AI into your workflow UIAdmins can add an Agent Button (star icon) to any section of the layout. This lets users access an AI Agent designed to provide insights, suggestions, or actions tailored to that part of the workflow.
- Toggle the star icon to enable Elementum Intelligence for a section
- Select or create an Agent to assist users with context-specific help
- Configure the Agent to match the needs of each workflow stage or section
Fields: Your Workflow State
Fields are the core data elements of your workflow. When you add a field, you’re defining a piece of state that’s dynamically stored in your database. Fields are reusable and can be organized into sections.Field Types
| Type | Description |
|---|---|
| Rich Text | Formatted content, descriptions |
| Decimal | Numeric values with decimals |
| Dropdown | Predefined selection options |
| User | Assign individuals |
| Groups | Assign teams |
| Date | Date only |
| Date Time | Date and time |
| Multi-Select | Multiple choice selections |
| Checkbox | Boolean (true/false) |
| Calculation | Computed fields |
| Create Button | Action triggers |
| File | Attachments |
| JSON Field | Structured data |
| Number | Numeric input |
| Relate Button | Create relationships |
| Related Items | Linked records |
| Text | Basic string input |
- Quick Filters: View all fields or only unused fields
- Search: Instantly find fields by name
- Drag & Drop: Add, remove, or reorder fields in any section
- Reuse: The same field can appear in multiple sections
Components: Elementum Workflow Features
Components are first-class, pre-built workflow modules managed by Elementum. Unlike fields, components are not just data—they provide interactive features and logic.Common Components
- Activity Log: Track all record activity
- Approvals: Manage approval workflows
- Attachments: Upload and view files
- Related Tasks: Link and manage tasks
- Relationships: Show related records
- Surveys: Collect structured feedback
- Update Feed: Display record updates
Tip: Drag and drop components into your layout. Components can be shown or hidden per layout and section.
Section Organization
- Sections group fields and components for clarity (e.g., “Header”, “Invoice Data”)
- Sections can be collapsed/expanded
- Add, remove, or reorder sections as needed
Field & Component Management
- Quick Filters: Instantly filter fields
- Search: Find fields/components fast
- Drag & Drop: Organize your layout visually
- Reusability: Fields/components can appear in multiple places
Example: Invoice Management Layout
Summary
- Fields = Your workflow’s state, stored in your database
- Components = Elementum-powered workflow features
- Layouts = Visual arrangement of fields and components, organized into sections and stages
Use layouts to create clear, actionable, and flexible workflow UIs that match your process.