Blog Posts Process Management

A Process Unification Workflow on the Joget Low-Code Platform for Document Centralization

Blog: Joget Unplugged

This is a guest post by Patrik Burgar, a Lean / Six Sigma certified business analyst/developer at Soitron. Soitron is a Central European integrator operating in the IT market since 1991 and is part of the Soitron Group which employs more than 800 international experts. The group brings together professional teams in Slovakia, the Czech Republic, Romania, Turkey, Bulgaria, Poland, and the UK. 

The Client’s Requirements
Our client, a Czech energy company, requested us to create an application that they could use to approve incoming requests from various investors. Any development project to be implemented in the territory under the jurisdiction of our client is subject to their approval. 
The client recognizes six types of requests, and each of them is approved in a different way. They have different workflows which require different documentation. Once a request is approved by relevant departments, the energy company produces a decision for every request. The application we were asked to develop was meant to be a repository for all these decisions. 
The client also wanted us to transfer selected incoming mail records meeting certain conditions from another application to the newly developed application. The company received all the documents as hard copies, and they wanted to avoid the unnecessary rewriting of data from system to system. 
It was requested that the new application needs to be flexible as the client wanted to be able to customize the workflow and add additional approval procedures, if deemed necessary, at some point in the approval process. 
Why Joget?
The client originally requested that we use a solution from another vendor. However, after a thorough analysis of all the functionalities and the client’s requirements, it was clear that the requested option was not feasible. Since we are a Joget partner and we understand its functionality and flexibility, we designed the entire application on the Joget open source no-code/low-code platform
Able to archive with filtering conditions (only for records with ended/finished process):

Dynamic form for creating a new request (display of fields and sections depends on the selection of the request type and the need to deliver additional documents):
Ability to delegate all task for certain time to another user:
Joget Form Builder in admin view:
The Benefits Obtained
  • Unification of the process for assessing the documentation of external investors.
  • Reduction in the number of applications used in the assessment of dossiers (Originally, approval was done via email and several other tools).
  • Centralization of project-related documentation.
  • Ability to track the status of documentation approval.
  • Speed up and streamline the process.
  • Ensuring compliance with the deadlines needed to assess the dossier.

Leave a Comment

Get the BPI Web Feed

Using the HTML code below, you can display this Business Process Incubator page content with the current filter and sorting inside your web site for FREE.

Copy/Paste this code in your website html code:

<iframe src="" frameborder="0" scrolling="auto" width="100%" height="700">

Customizing your BPI Web Feed

You can click on the Get the BPI Web Feed link on any of our page to create the best possible feed for your site. Here are a few tips to customize your BPI Web Feed.

Customizing the Content Filter
On any page, you can add filter criteria using the MORE FILTERS interface:

Customizing the Content Filter

Customizing the Content Sorting
Clicking on the sorting options will also change the way your BPI Web Feed will be ordered on your site:

Get the BPI Web Feed

Some integration examples