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Version Date Modified Size Author Changes ... Change note
65 26-Nov-2021 10:22 4 KB kparrott to previous
64 26-Nov-2021 10:22 4 KB kparrott to previous | to last
63 26-Nov-2021 10:22 4 KB kparrott to previous | to last
62 26-Nov-2021 10:22 4 KB kparrott to previous | to last NAGGING WORKFLOW LOG EMAILS ==> CONTINUOUS WORKFLOW LOG EMAILS
61 26-Nov-2021 10:22 4 KB jaiken to previous | to last PLANNING A WORK FLOW USERCALC ==> PLANNING A WORKFLOW USERCALC

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CONFIGURATION-WF
CONFIGURATION-WF

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Workflow triggers are initiated when a record is inserted, updated or deleted from the database. Each [table|WORKFLOW PRODUCTS] that is enabled for workflow will have a [data base trigger|DATA BASE TRIGGER] configured.
Workflow triggers are initiated when a record is inserted, updated or deleted from the database. Each table that is enabled for workflow will have a [data base trigger|DATA BASE TRIGGER] configured.
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* [USERCALCS in Workflows]
* [Tables that Workflow acts on|WORKFLOW PRODUCTS]\\ \\
The page [Workflow Tables|WORKFLOW PRODUCTS] will list each table that has workflow enabled.
----
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*[WF Emails That Cannot Be Sent|WF Emails That Cannot Be Sent]
*[Nagging Work Flow Log Emails|NAGGING_WORKFLOW_LOG_EMAILS]
*[Report on Workflow Actions|REPORT_ON_WORKFLOW_ACTIONS]
*[Emailing Batched Workflow Logs|EMAILING_BATCHED_WORKFLOW_LOGS] \\ \\
*[Nagging Workflow Log Emails|CONTINUOUS WORKFLOW LOG EMAILS]
*Workflow Actions Report ([RMWF])
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!!!UserCalcs and Workflow
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!!!UserCalcs and Workflow
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With the integration of workflow into the system, UserCalcs have the ability, in addition to their previous
functionality, to allow for workflow action events to occur under specific conditions. Examples of such events
include: issuing an email, alerting users of specific tasks and taking the user to that particular screen to
complete the task. Workflow action events are only processed through UserCalcs.
With the integration of workflow into the system, UserCalcs have the ability, in addition to their previous functionality, to allow for workflow action events to occur under specific conditions. Examples of such events include: issuing an email, alerting users of specific tasks and taking the user to that particular screen to complete the task. Workflow action events are only processed through UserCalcs.
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!Purpose of UserCalcs
A UserCalc is a set of instructions, defined by the user, which trigger specific actions or
operations to take place.
A UserCalc is a set of instructions, defined by the user, which trigger specific actions or operations to take place. They are a powerful feature that allows for configuration of the application to a high degree.
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They are a powerful feature that allows for customization of the application to a high degree.
UserCalcs can perform various operations, such as arithmetic calculations, comparisons of
different items, date checks and calculations, issue warning messages and workflow action
events.
UserCalcs can perform various operations, such as arithmetic calculations, comparisons of different items, date checks and calculations, issue warning messages and workflow action events. UserCalcs can be simple or quite complex.
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UserCalcs can be simple or quite complex.
The activation of a workflow trigger results in the initiation of a UserCalc. Once the UserCalc is initiated, the workflow action events are called from within the UserCalc.
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!Workflow
The activation of a workflow trigger results in the initiation of a UserCalc. Once the UserCalc is
initiated, the workflow action events are called from within the UserCalc.
* [Planning a Workflow UserCalc|PLANNING A WORKFLOW USERCALC|PLANNING A WORKFLOW USERCALC]
* [UserCalc Conventions|USERCALC CONVENTIONS]
* [UserCalc Types|USERCALC TYPES]
* [Defining a WF UserCalc|DEFINE WF USERCALC]
* [Publishing a WF UserCalc|PUBLISHING A WF USERCALC]
----
!!!Pro Active Workflow
In the past, Workflow required a table to be changed for it to be triggered. This new process, Pro Active Workflow, enables Workflow to be scheduled. Pro Active Workflow uses Where Clauses to filter the data to help reduce the number of records that will qualify for the Workflow to fire against.
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*[How to Plan a Workflow UserCalc|HOW_TO_PLAN_A_WORKFLOW_USERCALC]
*[UserCalc Conventions|USERCALC_CONVENTIONS]
*[UserCalc Types|USERCALC TYPES]%%information Workflow is only concerned with Calculation types.%%
!Define User Calcs
The other component of workflow requires setting up the UserCalc to incorporate the action event created in [IMWA]. The integration of workflow required some additional functionality that was not previously available to UserCalcs. This section should be used as a supplemental aid to the User Calculations manual and is not to be used in place of it. Please refer to the [User Calculations|USERCALC] section for a more thorough explanation of UserCalcs and their functionality.
*[Define Workflow UserCalc|DEFINE_WF_USERCALC]
**[Lines Tab|DEFINE_WF_USERCALC#Lines Tab]
One easy example of Pro Active Workflow usage is to send out a Happy Birthday message to employees on their birthday. A where clause can be defined to filter all employee birth dates which are equal to the ‘As of’ date’s day and month. The user calc would call this workflow action and when the report [UMPWF] is run, an email would be generated to all of those employees with a birthday that day. The other method would have had the user calc filter the data, which is more tedious on the system.
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!Publish User Calculations
The putting of UserCalcs into production is controlled in Publish User Calculations [IMUCA]. The administration of UserCalcs also involves an expanded knowledge of the status of UserCalcs. Please refer to the [User Calculations|USERCALC] section for a more detailed explanation.
*Define Workflow Action ([IMWA])
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%%information Once a workflow UserCalc has been put "In Production" to stop it from firing you not only have to "UNPUBLISH" it but also then set its status back to "Under Construction".%%
*Plan and Define a User Calc ([IMUC])
**The user calcs used in Pro Active Workflow must be defined with a usage of Pro-Active WF for them to be picked up by the [UMPWF].
* Create a Where Clause ([IMWC])
* Run [UMPWF]
* [Examples of Pro-Active Workflow|PRO ACTIVE WORKFLOW EXAMPLES]
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*[Publishing UserCalcs|PUBLISHING_USERCALCS]
----
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*View Execution Run Logs ([VMEX])
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*[View Execution Logs & Details|VIEW_EXECUTION_LOGS]
*[VMEX]
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----
*[IMST Setup for Workflow|IMST_SETUP_FOR_WF]
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*[IMST Setup for Workflow|IMST SETUP FOR WF]
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----
![Notes|Edit:Internal.CONFIGURATION-WF]
[{InsertPage page='Internal.CONFIGURATION-WF' default='Click to create a new notes page'}]
This page (revision-65) was last changed on 26-Nov-2021 10:22 by kparrottTop