Workflow Engine: Automate Any Process

Every business has processes. Most of them are a mix of written rules, tribal knowledge, and optimistic hope that people will do things in the right order.

The workflow engine in Swifty turns that hope into a guarantee.

States and Transitions

The foundation of any workflow is a set of states — the distinct positions a record can be in — and the transitions that move it from one state to another.

For an invoice: Draft → Issued → Paid → Archived. Or Draft → Cancelled.

For a service ticket: Open → Assigned → In Progress → Resolved → Closed.

For an order: Received → Processing → Ready → Shipped → Delivered.

You define the states and the allowed transitions. Once defined, those are the only paths a record can follow. No accidentally moving straight from Draft to Paid. No reopening a Cancelled record unless you explicitly allow it.

Rules That Enforce Themselves

Transitions in Swifty can carry requirements. Before a record can move to a new state, certain conditions must be met:

• Required fields must be filled
• Related records must exist
• Specific values must be set

These rules are defined in your workflow configuration, not in someone's memory. The platform enforces them on every transition, every time, without relying on anyone to remember.

Automated Actions

State transitions can also trigger automatic actions:

• Fill in a field automatically (set today's date when an invoice is issued)
• Notify a team member
• Update a related record

These automations happen behind the scenes, triggered by the transition. Your team takes one action; the platform handles the consequences.

Terminal States

Not all states are equal. Some workflows have terminal states — positions a record reaches and never leaves. A Cancelled order. A Closed ticket. A Paid invoice.

Swifty lets you mark states as terminal, preventing further transitions and making it clear to your team that a record's journey is complete.

One Engine, Many Processes

The same workflow engine powers every object type in Swifty. Whether you're tracking sales deals, support tickets, production orders, or compliance documents, the mechanics are the same. You get consistent behavior across your entire application, with zero code.

That consistency makes training easier, exceptions rarer, and your data more reliable.