Versions Compared

Version Old Version 13 New Version 14
Changes made by

Kevin O'Brien (Unlicensed)

Kevin O'Brien (Unlicensed)

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Expand

  • From the main menu, select Configuration > Projects.

    Expand
    titleThe Configuration: Projects page displays.


  • To create a new workflow, click the New Workflow button.

    Expand
    titleThe New Workflow page displays



  • To open an existing workflow, click the Workflow Name or the edit icon  for the workflow.

    Expand
    titleThe Edit <Name> Workflow page displays




...


Create / Edit a Workflow Step


Expand

Complete / edit the step fields as required for your workflow.

FieldDescription
TitleThis should clearly indicate the purpose of the workflow. For example, "Standard Workflow", "Additional Approval Workflow", "Non-standard Workflow", etc
DescriptionThis should explain the purpose of the workflow in detail. It should allow all system Administrators to understand when they should select it for a particular Quote Request product.
Step NumberThe workflow consists of sequential steps. When steps are reordered (by manually dragging and dropping) the Step Numbering automatically readjusts.
Step Name

This is the name of a Workflow step. It is displayed in the Workflow tab on the Project in the Step column.


Expand
titleWorkflow Tab - Steps

Image Added


ActionsYou can select from a drop down of system driven events or this can be linked to no event at all ( which means it will be a manually completed step)
MandatoryWhen marked "Yes" the step will become mandatory and user will not be able to skip to another workflow step
Allow manual completionIf not completed as an automatic event from the system this option will allow a user to manually enter / complete the step
Visible to customerThis step will be visible in the Workflow on the Customer Catalogue. The customer user will be able to track the progress of this step. Select "Yes" if you wish this step to be visible to the customer user. Select "No" if you want this step to be visible only to the System User (admin)
Capture for reportingEnable this if you want the data to be available on reporting.
Status (Admin)This is the status of the project that will show on the Admin side of the system.
Status (Customer)This is the status of the project that will show on the Customer Catalogue side of the system
Next Action (Admin)This is the text that will show as a Next Action button on the Admin side of the system