Workflow Definition Field Descriptions
Workflow definitions are templates that define what triggers the workflow and what happens when it is finished.
To get started, click the New button and from the Select Workflow Type window, choose the workflow you want to define (for example, select the PO Proposed Purchase Order workflow type). Click OK.
Next, the Workflow Definition window displays (refer to the table below when completing this window). Each workflow definition contains steps or tasks that are defined by you to meet your organization's needs and objectives. Steps can be processed sequentially or in parallel.
Each step is assigned to a user, a group of users, a role or the person who initially entered the transaction. It includes instructions, due dates, notes and the ability to view the entire workflow assigned to the transaction. The history of each step is recorded within the system as well.
|
Field/Button |
Description |
|---|---|
|
Initiated when |
This screen will be initiated when the originator adds a purchase order with a status of 'Proposed'. |
|
Override Operators button |
Click this button to select an operator who is allowed to perform any step in the workflow. Operators can be added and removed from this list if you have security permissions to do so. |
|
Status |
Select a status for the selected purchase order: Active or Inactive. |
|
Reject to |
If a step is rejected in a workflow, select whether to return to the Prior step or back to the Originator. |
|
New/Edit |
Click this button to open the Workflow Steps window to add or edit steps for this workflow. If the Payroll (PR) Time Card Approval workflow type is selected, the Time Card Approval Workflow Definition window displays. |
|
Insert |
Click this button to open the Workflow Steps window to insert a new step in the selected position. All subsequent steps will be re-numbered if a THEN or UPDATE step is inserted. If an AND step is inserted, other records for the current step number may need to be revised. |
|
Delete |
Click this button to remove the selected step. |
|
Finished when |
When the workflow steps are completed, the workflow update switches the purchase order status from 'Proposed' to 'Open'. |
