StrategicERP Workflow Terminologies
Managing workflow with StrategicERP
Workflow is basically a transition from one state to another. It provides additional functionalities during, before or after transition.
States:
State is a place where record gets placed after saving and after transition it changes from one state to another.
1) From state: Starting state for any transition
2) To state: Ending state for any transition
3) Button Name: For displaying button name or that transition
4) Mandatory" List of fields which can be made mandatory when button is clicked
5) Sr. No.: The sequence of workflow to priortize
6) Timer Duration
7) Timer Actions
8) Assign Method: The method to assign record to user
9) Project Name: The name of project for which the transition was made
10) Conditions
11) Check List
12) Notification
13) Triggers are lists of auto entry and balance relations that should be triggered
Custom Workflow: Can be added by customer in addition to existing workflows
Workflow Conditions: Can be used to control transitions of records only if they satisfy some condition.
Workflow Checklist: Can be used to get a checklist form to confirm from user wether all steps have been followed before submitting button.
Timer
Workflow Mandatory: Can be used to check for empty fields before submitting button.