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.

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.

Define User Calcs#


Publish User Calculations#

The putting of UserCalcs into Production is controlled in IMUCA - Publish User Calculations. The administration of UserCalcs also involves an expanded knowledge of the status of UserCalcs. Please refer to the User Calculations manual for a more detailed explanation. Once a Work Flow User Calc has been put "In Production" to stop it from firing you not only have to "UNPUBLISH" it but also then set it's Status back to "Under Construction".

View Execution Logs & Details #


Required Set Up#

IMST Setup for Workflow

Functions for Forecasting and Costing#

Here are some other points or information to help make your use of Workflow a success. Once a Workflow UserCalc has been put "In Production", to stop it from firing you not only have to "UNPUBLISH" it but also then you need to set its status back to be "Under Construction".


Workflow Samples #