Use Workflow designer

With the designer, you can add steps and see the connections (transitions) visually.

Workflow Add / Edit Steps

Each step is identified by a step name which can be assigned to a screen type. The screen types may be assigned to specific users.

If you edit a step, you will see the following tabs.

Screen type: Various screens from which you can choose to see a step by step explanation types.
User: All users is the default. If you have added users (in Setup -> Action control), you may assign this step to a specific to process this step. If a step is set (assigned) to a specific user, then this step will put someone else performing the transition to the user.

If you select a screen type, is some documentation on the parameters in the Document groups (Extra) tab. The screen types are as follows:

groups: Groups maintenance screen.
groups-plugins: Plugins a group.
stock: Stock screen
stock-plugins: Plugins for stock.
debtor-creditor-plugins: Plugins for debtors creditors.
debtor-creditor: Debtors or creditors screen.
planner: Agenda.
totalviewer: Totals list.
batch-entry: Journal (batch) entry.
documents: Documents.
documents-plugins: Plugins for documents.
openitem: Open item screen.
projects: Projects screen.
workflow-selecteddata: Show selected dates (confirm a selection).
Workflow-dialog: Dialog (question text with possibly different answers).
Workflow-webbrowser: Internet Explorer (IE) Web Browser imbedded with which you can go for example to a specific page.
workflow-olecontainer: Ole container to open different mime types and edit as an Excel document, or displaying a PDF with Acrobad reader.
workflow-mobilestep: not implemented yet reserved for taking steps via a mobile device.
workflow-splittask: not implemented yet reserved for splitting a task to two tasks.
workflow-selectiondata: Make a selection screen with free sql or use one of the standard options.
Main-plugins: Plugins for the main program.
setup-data: Screens for settings.
Main: Main functions - currently only closes year / open new year.

Status: reserved
Duration: The duration of the interval which should be completed within the task.
Interval: The interval is the maximum duration for a task (step).
Comments: The text to explain the task (step). This will float as a comment when the mouse is moved over or focus on a step in the Workflow designer. When the Workflow steps are performed, the comments entered here will be displayed when a step (screen) is launched.
Memo underneath: The SQL to display the line in the workflow list.

The fields are as follows:

params: Parameters for the screen.
active paramname: the name of the selected parameter.
lookup value: for some parameters a selection screen is available to select the correct value for this screen.
Sql step: sql start at step
Sql step back: reserved.
Make this workflow start at documenttype: Fill in the edit box the document type id that you want to use as it is created to start this workflow automatically. If you enter document type 14, for quotes this will create a quote for this workflow. Thus, you can keep progress of the delivery (quote accepted) status process in the different stages and track that different people together can complete a job.

The document types is as follows:
- 10 – Invoice
- 11 – Credit note
- 12 – Purchase
- 13 – Supplier return
- 14 – Quote
- 15 - Order

Transitions are the flow to the next step. You may add, delete or edit transitions.

In a transition, you can still make various settings.

Name: Name of the button in the selection of transitions.
From: Select the step.
Workflow: this field is set to empty = current.
To step: Select the next step where is the transition to.
Offset left: The left position of the transition to the step.
Offset top: The upper position of the transition to the step.
Offset left end: The left position of the transition to the step.
Offset top end: The upper position of the transition to the step.
Condition: sql condition, for example; “Select * from dochead where wdocid = <@KEY@>” it produces a record then the transition can proceed.