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Workflow Nodes

Workflow Nodes

Jul 18, 2016

Workflow (WF) Nodes are used to control the workflow status of a transaction type life cycle e.g., service order, sale web order etc. The basic workflow nodes that you require to run the service order life cycle are:

  • Logged : recorded on the system but not yet assigned to a technician

  • Assigned : assigned to a technician, work can be scheduled

  • Complete : work complete

  • Ready : ready to ship and invoice

     

  1. From the Navigation panel, click on Administration>Advances>Workflow Nodes

  2. Workflow Nodes browse window opens

    1. Transaction Type - this is the type of transaction you are processing e.g., SALWEB, SALORD, SRVORD

    2. Start : indicates whether this is an initial WF status when a transaction of this type is created

    3. Current Status - this is current WF status of the transaction type 

    4. Next Status - the next WF status that can be set to

    5. Due Days - the number of days the action item is due; not used is most cases

    6. Due Hours - the number of hours the action item is due; not used is most cases

    7. Due Minutes - the number of minutes the action item is due; not used is most cases

    8. Card Type - 

    9. Editable - If this item is editable; not used is most cases

    10. Priority - the priority rating of the action item ; not used is most cases

    11. Active flag - indicates whether a WF Node is active or not

    12. Send Email - is an email to be sent to the customer ; not used is most cases

    13. Description - the description ; not used is most cases

    14. Email Text - Email content ; not used is most cases