Adding workflow actions
- Last UpdatedNov 29, 2024
- 2 minute read
Add a process
You can add or edit the workflow actions for an entity. Actions are part of the entity dynamic workflow.
What is a process?
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A workflow action is an operation that moves an entity from one status to another. The dynamic workflow is made up statuses and actions. |
Required parameters
The minimum parameters you must set for a process are:
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Process name
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From status
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To status
Add a workflow action
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From the Tools menu, open the System management menu.
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Double-click to open Entities and Workflows.
The Maintenance of entities and workflow window opens.
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Right-click an entity and click Processes on the context menu.
The Processes window opens.
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Click New on the main toolbar to create a new row.
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Next to Process, enter the process name.
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Next to From status, click the Lookup icon and choose the starting status for the process. For example, New.
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Next to To status, click the Lookup icon and choose the ending status for the process. For example, For approval.
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Specify whether the workflow direction is forwards, backwards, cancel or onhold.
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Click Save on the main toolbar.
Optional configuration
For more optional configuration on the Processes window, see these links: