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Workflow actions

  • What is a workflow action?
  • Workflow action: Set job holder
  • Workflow action: Set target date calendar days
  • Workflow action: Set target date working days
  • Workflow action: Set job position to a user
  • Workflow action: Create a job
  • Workflow action: Automatic job progression
  • Workflow action: Traffic light (Min order)
  • Workflow action: Traffic light (Field completed [Blocked on 'No'])
  • Workflow action: Traffic light (Field completed [Blocked on 'Yes'])
  • Workflow action: Traffic light (Date field completed or tickbox set)
  • Workflow action: Traffic light (Block on client type)
  • Workflow action: Traffic light (Target set)
  • Workflow action: Auto job progression IF another sub-job's stage order is >= x
  • Workflow action: Auto job progression IF another sub-job's stage order is >= x [Don't leave a trace]
  • Workflow action: Set job control state
  • Workflow action: Don't leave a trace
  • Workflow action: Auto job progression IF a boolean job field = No
  • Workflow action: Auto job progression IF a boolean job field is empty or No [Don't leave a trace]
  • Workflow action: Ignore another workflow action on a type of client
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Categories

  • Basic concepts
  • Job frequencies
  • Stages and steps
  • Job positions and the job holder
  • Deadlines and target dates
  • Job fields
  • Workflow actions
  • Multiple routes
  • Multiple sub-systems
  • Common scenarios
  • Example flows
  • Dashboards
  • Reporting
  • Bulk operations
  • FAQ - Workflow management
  • Workflow Management - Other
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