Workflow introduction
The workflow plugin allows you to record the steps or processes of a task.
You can also gain knowledge of a process through easier to go through the various tutorials and record the steps.
The different screens osFinancials / TurboCASH can be created such as the stock screen or debtors / creditors and documents. But also websites, or for example, Excel documents appear in the active window with a description. This allows you to record almost every conceivable process, visualize and gain instant insight wherever you are in the process and what steps have been taken before.
A step can be assigned to a user and an administrator can see all workflow steps not done (outstanding steps) and possibly assign a task to a user. Outstanding transitions that are possible after showing the step. A transition is one step to another step. If there is only one valid transition, you will not have any choices.
A transition may include a condition that must be met.
Workflow is a knowledge system that can gain your knowledge or just to share it with others. This allows you to formalize your business and capture the steps in an automated system.
Another advantage is that you retain a better overview of your running processes and you have historical data at hand.
Setup / Activate Workflow
In the standard Set of Books, there are already workflows but if you have an older database, you may import a workflow file from another database using the Workflow editor.
Editor
Workflow list
In the Workflow list, you can create workflow, edit save or load or assign rights.
Rights
Select users (added in Setup -> Access control) who are allowed to start this workflow.
Save / load file
With these capabilities, you can easily copy workflow file (*.wfd file type) from one Set of Books to another.
Please note that some selected parameters are not the same in the records which reads your workflow.