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13.2.1. Workflow

Workflow is a feature in xTuple that allows you to link activities together into dependent sequences (workflows), and to assign activities to specific users. For example, you can create workflow for fulfilling sales orders. When a new sales order comes into the system, it can generate activities for picking and shipping the order, and assign these activities to users to perform.

To set up workflow, go to System > Setup> Master Information > Workflow. The following screen will appear:

Workflow master list
13.2.1.1. Workflow Step

To create a new workflow step, select the NEW button. The following screen will appear:

Workflow Step

When defining workflow steps, you are presented with the following options:

Module

Identify the module for the workflow.

Type

Specify the step's type. The type will change depending on the module selected.

Action

Select a standard action from the list of available actions. Standard actions are used to drive the activity list and open up screens automatically. The choices will vary depending on the module selected.

Name

Enter a name to describe the step.

Description

Enter a brief description of the step.

Priority

Specify the priority the step should be given.

Sequence

Specify the sequence order for the step.

Owner

Specify the owner of the step.

Assigned To

Specify the person the step should be assigned to.

Notification Profile

Select the EDI profile to be used for sending notifications to users when workflow activities are generated from the step.

Status

Specify the initial status of the step.

Start

Dates are used to define when a subsequent step must begin.

Calculate

Select to have the start date calculated automatically.

Offset Days

Select to have the start date determined by a specified number of offset days.

End

Dates are used to define when a subsequent step must be completed.

Calculate

Select to have the end date calculated automatically.

Offset Days

Select to have the end date determined by a specified number of offset days.

Notes

An open text field for additional notes relating to the workflow

On Completion

Use this tab to specify the next step(s) in the workflow once the current step is completed. With the ADD button you can add available successor steps or remove them using the REMOVE button.

To define successor steps to take when the current workflow step has failed or has not been successfully completed, select the On Deferred tab. The following screen will appear:

On Deferred tab

Use the On Deferred tab to add or remove successor steps to be taken when the current workflow step has failed or has not been successfully completed.

The following buttons are unique to this screen:

ADD

Highlight an available successor and then select this button to move the item to the Successors list.

REMOVE

Highlight a successor and then select this button to remove the item from the Successors list.