Difference between revisions of "Workflow"

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[[Category:User documentation]]
 
[[Category:User documentation]]
  
The Workflow system automates the movement and approval processes in an business.  It is most effective in a business with where many people are involved in document creation, vetting, approval and completion and the timely completion of the process is important.  Setting up workflows is a System Administrator task.  As a user, the Workflow functionality allows you to see the processes you are involved with and take the necessary actions.
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The Workflow system automates the movement and approval processes in a business.  It is most effective where many people are involved in document creation, vetting, approval and completion and the timely completion of the process is important.  Setting up workflows is a System Administrator task.  As a user, the Workflow functionality allows you to see the processes you are involved with and take the necessary actions.
  
 
== Access ==
 
== Access ==
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== Restrictions ==
 
== Restrictions ==
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To manage and respond to workflow processes and activities, your role will require access to the Workflow Process table (AD_WF_Process).
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To respond to workflow activities, your role will require access to the Workflow Activity table (AD_WF_Activity).
  
 
== Description ==
 
== Description ==
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The Active Workflows icon and menu link is enabled if your role has access to either of the Workflow Process or Workflow Activity tables.
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When the Active Workflows menu or icon is selected, the software will determine if your role has access to the Processes (ability to manage workflows), in which case the {{WindowRef|WorkflowProcess|Workflow Process}} will open.  If the role does not have access to the Processes, then access to Activities is checked and the {{WindowRef|WorkflowActivity|Workflow Activity}} is opened.  If this test also fails, the {{WindowRef|WorkflowActivity|Workflow Activity}} will open as a default but may be read only.
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==See also==
 
==See also==

Revision as of 19:01, 20 October 2010

Table of Contents{{#if: Functionality| | Functionality }}{{#if: | | [[{{{3}}}]] }}{{#if: | | [[{{{4}}}]] }}{{#if: | | [[{{{5}}}]] }} | Workflow{{#if: Zoom Across| | Zoom Across }} ⇒

The Workflow system automates the movement and approval processes in a business. It is most effective where many people are involved in document creation, vetting, approval and completion and the timely completion of the process is important. Setting up workflows is a System Administrator task. As a user, the Workflow functionality allows you to see the processes you are involved with and take the necessary actions.

Access

Icon: Icon WorkFlow24.png
Menu: →Active Workflows }}{{#if: | → }}{{#if: | → }}
Short Cut: none
Note.gif Note:

You can also access the Workflow from the Main Panel by clicking the tab labeled "Icon Assignment24.png Workflow Activities" if it is present in the main panel.

Restrictions

To manage and respond to workflow processes and activities, your role will require access to the Workflow Process table (AD_WF_Process).

To respond to workflow activities, your role will require access to the Workflow Activity table (AD_WF_Activity).

Description

The Active Workflows icon and menu link is enabled if your role has access to either of the Workflow Process or Workflow Activity tables.

When the Active Workflows menu or icon is selected, the software will determine if your role has access to the Processes (ability to manage workflows), in which case the {{#if: Workflow Process|Workflow Process|WorkflowProcess }} Window will open. If the role does not have access to the Processes, then access to Activities is checked and the {{#if: Workflow Activity|Workflow Activity|WorkflowActivity }} Window is opened. If this test also fails, the {{#if: Workflow Activity|Workflow Activity|WorkflowActivity }} Window will open as a default but may be read only.


See also

For Developers

The software that controls this dialog is found in