This page (revision-29) was last changed on 26-Nov-2021 10:22 by kparrott

This page was created on 26-Nov-2021 10:22 by JMyers

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WORKFLOW_SAMPLES
WORKFLOW_SAMPLES

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At line 111 added 34 lines
!!Sample 5 - Send An Email To The Manager At Specific Time Intervals
!Goal
To issue an email to the manager at a time interval of 8 days and 32 days after an employee has been put on leave. These will be future-dated emails and will ask the manager to verify that the employee has submitted the proper paper work, forms that we will call the STO1 and STO2 respectively.
!Notes
In order for the UserCalc to work, the employee must have their current employment status set to "ACTIVE".
!Logistics
The user will go into the [IEAS] screen and change the employment status from ACTIVE to LEAVE and they must also enter a LEAVE DATE. The system will issue an email at 8 days and 32 days after the leave date to remind the manager that they must check to see that the employee has submitted the necessary forms (STO1 and STO2). Since these are future dated emails, you can check the Logs tab of the specific workflow actions to determine if they were processed. Note that the workflow action will not be completed until the future date. You can run the [RMWF] process to provide you a list of the workflow actions and specify the date values in the "From Date" and "To Date" fields.
!Procedure
#Go into [IEAS] for an employee. Ensure that the record you are using is for an employee that is ACTIVE.
#Change the employment status field from ACTIVE to LEAVE.
#Enter a date value in the Leave Date field.
[wf_9-13.jpg]
This figure reflects the [IMWA] setup required for the email notifications. No completion clause is required for these email workflow actions as they are date sensitive not response sensitive. We will use the same action for both emails.
[wf_9-14.jpg]
The figure above describes the variables that are required for this workflow UserCalc.
[wf_9-15.jpg]
[wf_9-16.jpg]
Please refer to the Description section in the figure above, which indicates what will be displayed in the first email notice sent to the manager.
In order to future date the emails a specific number of days is required. Refer to line 30; a variable was created called 1ST EMAIL, which stores date value, specifically the Leave Date plus 8 days. Once it has been stored in the variable it is used in line 40 (in operand 2) to be the date that the email will be issued. The same concept was applied for the second email notice.
[wf_9-17.jpg]
Please refer to the Description section in the figure above, which indicates what will be displayed in the second email notice sent to the manager.
!Conclusion
What you should observe is that in the Logs Tab for the workflow action used in the UserCalc, there will be two entries. For example, the purpose of the first instance of the workflow action entitled "LV EMAIL NOTICE" is to issue the email 8 days after the employee has gone on leave. Therefore, if the employee has been placed on leave on 15-Sep-2007, the due date for this workflow action will be 23-Sep-2007 (+8 Days). With respect to the second instance of it, the due date will be 17-Oct-2007 (+32 Days).
This page (revision-29) was last changed on 26-Nov-2021 10:22 by kparrottTop