Difference between revisions of "Workflow"

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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.
 
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 {{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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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 {{FormRef|WorkflowActivities|Workflow Activities}} is opened.  If this test also fails, the {{FormRef|WorkflowActivities|Workflow Activities}} will open as a default but may be read only.
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=== Workflow Process ===
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The {{WindowRef|WorkflowProcess|Workflow Process}} appears as shown below, possibly displaying data about the workflow associated with the current record.  If there is none, the window may appear ready to enter a new record.
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{{Space}}
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[[Image:ManPageW_WorkflowProcess_Process.png|800px|centre]]
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{{Space}}
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The {{WindowRef|WorkflowProcess|Workflow Process}} has three tabs showing the overall process, activities in the process and events related to the activities. See the {{WindowRef|WorkflowProcess|Workflow Process}} ManPage for more information.
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If a workflow is displayed in the window, you can manage the workflow process in the following ways:
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* Cancel the workflow process
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* Assign a different user to be responsible for performing the work
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* Assign a different organization
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Clicking on the '''Manage Process''' button will allow you to do so.  The button will open a simple dialog where you can make the changes.
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{{Space}}
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[[Image:WorkflowManageProcessDialog.png|center]]
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{{Space}}
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If you assign a new person responsible, the workflow activity will appear in their main panel tab labeled '''Workflow Activities''' when the workflow processor next runs.
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=== Workflow Activities ===
  
  

Revision as of 04:36, 27 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 Activities|Workflow Activities|WorkflowActivities }} Form is opened. If this test also fails, the {{#if: Workflow Activities|Workflow Activities|WorkflowActivities }} Form will open as a default but may be read only.

Workflow Process

The {{#if: Workflow Process|Workflow Process|WorkflowProcess }} Window appears as shown below, possibly displaying data about the workflow associated with the current record. If there is none, the window may appear ready to enter a new record.

 

ManPageW WorkflowProcess Process.png

 

The {{#if: Workflow Process|Workflow Process|WorkflowProcess }} Window has three tabs showing the overall process, activities in the process and events related to the activities. See the {{#if: Workflow Process|Workflow Process|WorkflowProcess }} Window ManPage for more information.

If a workflow is displayed in the window, you can manage the workflow process in the following ways:

  • Cancel the workflow process
  • Assign a different user to be responsible for performing the work
  • Assign a different organization

Clicking on the Manage Process button will allow you to do so. The button will open a simple dialog where you can make the changes.

 

WorkflowManageProcessDialog.png

 

If you assign a new person responsible, the workflow activity will appear in their main panel tab labeled Workflow Activities when the workflow processor next runs.

Workflow Activities

See also

For Developers

The software that controls this dialog is found in