Workflow Setup Function - Create Scenarios

Scenario 1: Create Workflow

Details

Step 1

From the Tree Menu, search for the Workflow Setup function, and then click once on the function name.

Step 2

By default, system will display a list of workflow process codes, if any.

Step 3

Click once on the CreateNewRecord button.

Step 4

System will prompt a message seeking for confirmation whether to proceed with either an Existing Process Code or New Process Code. Click once on the 'New Process Code' button.

Note:

  • For 'Existing Process Code', the 'Process Codes LOV' pop-up window will be displayed. Mouse over a record, and then click once on it.

  • Click once on the Cancel button, to discard all selection or changes made.

Step 5

Proceed to input relevant field values, as follows:-

  • If at Step 4, the 'New Process Code' button has been clicked once, proceed as follows:-

    • Input relevant field values relating to the workflow process code and type at the top part of 'Workflow Process Details' panel and then click once on the Load button.

    • System will display details on the following sub-panels:-

      • Workflow List

      • Workflow State

    • Mouse over the Details button' of a record at the 'Workflow List' sub-panel and then click once on it. Then input field values at the 'Workflow Process Details' pop-up window and then click once on the OK button.

    • Mouse over the Details button' of a record at the 'Workflow State' sub-panel and then click once on it. Then input field values at the 'Workflow State Details' pop-up window and then click once on the OK button.

  • If at Step 4, the 'Existing Process Code' button has been clicked once, proceed as follows:-

    • The details of the selected rule code will be displayed at the 'Work Process Details' panel in the following sub-panels:

      • <Workflow Process Code> located at the top part of the panel

      • Workflow List

      • Workflow State

    • Mouse over the Details button' of a record at the 'Workflow List' sub-panel and then click once on it. Then input field values at the 'Workflow Process Details' pop-up window and then click once on the OK button.

    • Mouse over the Details button' of a record at the 'Workflow State' sub-panel and then click once on it. Then input field values at the 'Workflow State Details' pop-up window and then click once on the OK button.

Step 6

Click once on the Save button to save all data. Upon confirmation on data saving, system will proceed to capture and save the data inputted.

Note: Click once on the Cancel button, to discard all changes made.