The general information of the workflow is recorded on the General Info tab of the workflow definition card. The information contained in the General Info tab:
Level: The level info of the workflow. There can be more than one approval at same level. Level approval control is determined by parameters of administration section.
Workflow Role: Used to enter the role who will approve the task or by whom the task will be completed. Recorded workflow role definitions are listed and related definition is selected.
User: The responsible user for the approval or task.
In the event of selecting a workflow role when no user is selected at "User Code" field, it will be enough when one of the users of the workflow role completes the task for the related level. If both of them are specified (role and user), only the selected user from the role must complete the task. At least one of the "Workflow Role" or "User Code" field must be filled. When a workflow role is entered at "User Code" field you can only select a user who belongs to the related role.
Condition: Indicates in which conditions the workflow line will be valid. As long as the condition specified here is not provided, any task cannot be not generated assigned to the responsible person which is selected in line. Line conditions are same with starting conditions. By CARDINFO navigator function, all fields of the record (subjected to workflow) can be given as condition.
Defining Condition for Order Quantity
A condition can be defined for an order quantity. ORFSHPCLC function is used for that which is located at functions part.
Return Type Values:
1. Order Quantities
2. Delivered Order Quantity
3. Remaining Quantity
Conditions can be defined with this function at workflow cards' general info and starting conditions tabs according to order quantity and workflow assignments can be performed accordingly.
This function works for all saving, updating, deleting and copying transactions which are performed from order, dispatch and invoice windows.
Promotion and mixed case lines are not taken into consideration when calculating order quantities.
Example:
At Workflow card General Info page's Condition field, for _ORFSHPCLC ("AS-0000000000001","2")>=100 defined condition line;
When AS-0000000000001 numbered order's delivered quantity is equal to 100 or greater than 100, a new task card is generated for the user. If not, although the assignment is done, the task card is not generated.
If same condition has been defined at Condition field of start condition tab,
If AS-0000000000001 numbered order's delivered quantity is 100 or greater than 100, a new task is assigned to user and task card is generated. If order's delivered quantity is less than 100, no assignment is done.
Task Type: The type which has been specified at workflow card for the tasks come from workflow. Contains Approval, OTP Approval (In case of using Turkcell Services) and Other options. If OTP Approval is selected, when "Actualize Task" button is clicked in task window, the task's approval code is sent to user's mobile phone.
The approval code in received message is entered within specified time, "OK" button is clicked and the task is actualized.
Task Definition: Used to enter explanatory info for task definition.
Transaction Type: The field used to specify transaction type according to the selection made in Task Type field. When Task Type is Other, related record's transaction type is selected. If task type is Approval or OTP Approval (In case of using Turkcell Services), the transaction type is approval for related record. If more than one work location is selected, transaction type is not selected.
Task Duration: Used to enter the task duration.
Time Unit: The field is used to determine the time unit of task duration.
Notify: This field is marked if the role in line will only be acquainted. These type roles are not included to approval mechanism. In case the approval order comes to related level, a message is sent to the user.
Will Be Reminded: This field is marked if the role in line will be reminded.
Warn: This field is marked if the user will be warned in case of any delay.
Warning Type: The field is used to determine the warning type for the flows that "warn" selection is done.
Role That Will Be Warned: Used to determine the role to be warned for the flows that "warn" selection is done.
User That Will Be Warned: Used to determine the user to be warned for the flows that "warn" selection is done.
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