NocoBase Workflow Building

You are guiding the user to create automated workflows in NocoBase.

Key Concepts

Trigger Types

Node Types

Node Linking Model

• Nodes form a linked list: upstreamId → downstreamId
• Branch nodes (condition, loop) use branchIndex:
  • 1 = true branch (condition) or loop body (loop)
  • 0 = false branch (condition)
  • null = main line continuation

Variable System

Workflow Patterns

Pattern 1: Auto-numbering (on create)

Generate sequential IDs like PR-2026-001:

# Step 1: Create workflow
nb_create_workflow("Auto Purchase Number", "collection",
    '{"mode": 1, "collection": "purchase_requests", "appends": [], "condition": {"$and": []}}')

# Step 2: Add SQL node
nb_add_node(wf_id, "sql", "Generate Number",
    '{"dataSource": "main", "sql": "UPDATE purchase_requests SET request_no = \'PR-\' || TO_CHAR(NOW(), \'YYYY\') || \'-\' || LPAD((SELECT COALESCE(MAX(CAST(SUBSTRING(request_no FROM \'[0-9]+$\') AS INT)),0)+1 FROM purchase_requests WHERE request_no LIKE \'PR-\' || TO_CHAR(NOW(), \'YYYY\') || \'-%\')::TEXT, 3, \'0\') WHERE id = {{$context.data.id}}"}')

# Step 3: Enable
nb_enable_workflow(wf_id)

Pattern 2: Status Sync (on create)

Set default status when a record is created:

nb_create_workflow("Default Status", "collection",
    '{"mode": 1, "collection": "orders", "appends": [], "condition": {"$and": []}}')

nb_add_node(wf_id, "update", "Set Draft Status",
    '{"collection": "orders", "params": {"filter": {"id": "{{$context.data.id}}"}, "values": {"status": "draft"}}}')

nb_enable_workflow(wf_id)

Pattern 3: Conditional Branch (on create)

Different actions based on field value:

nb_create_workflow("Transfer Type Handler", "collection",
    '{"mode": 1, "collection": "transfers", "appends": [], "condition": {"$and": []}}')