CONCEPTS-WF
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Workflow Action#

A workflow action is the result of a key event. Some key events can include a salary/wage increase or hiring/ terminating an employee. These events require specific actions to occur, thereby driving the workflow process.
  1. Workflow Event Action
  2. Completion Clause
  3. Workflow Logs
  4. WF Emails That Cannot Be Sent
  5. Nagging Work Flow Log Emails
  6. Report on Workflow Actions
  7. Emailing Batched Work Flow Logs


UserCalcs and Workflow#

This section should only act as a supplemental aid to the already existing User Calculations manual. Its intent is to explain some new features that have been developed as a result of the integration of workflow into system. Please reference the User Calculations manual for more detail on the other UserCalc items.

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.

Purpose of UserCalcs#

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 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 be simple or quite complex.

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.
  1. How to Plan a Workflow UserCalc
  2. UserCalc Conventions
  3. UserCalc Types


Workflow Samples #

  1. A New Hire Workflow Procedure
  2. Print Screens of Workflow Action Setup
  3. Set Up Of Workflow Usercalc
  4. Update the Job Seniority Date Field
  5. Send An Email To The Manager At Specific Time Intervals
  6. Sending An Email To A Specific Identity
  7. Update A Field