Creating a workflow template
The minimum configuration: when is a workflow template "valid"?
A workflow template is only fully usable in this app once at least these criteria are met: Acti...
Step 0 – Check supported tables & events (must-know)
What are "AWF Supported Tables"? In "AWF Supported Tables" you maintain which tables can be selec...
Create a workflow template
Create a new workflow template Open AWF Workflow Templates. New. Fill in the area General: Co...
Configure related tables (optional)
Why do I need related tables? The rule engine can check conditions not only on the primary table,...
Define steps
Basic structure of the steps In the template there is the section Steps. A step contains, among o...
Step rules: how does the workflow move to the next step?
The app uses the DEXPRO Rules Engine to determine: which rule matches to which next step it swi...
Configure workflow triggers
Workflow triggers determine when a new workflow instance is started. In the template the section ...
Workflow action on completion
In the template there is the section "Workflow Action". Run action on completion enable. Action ...
Cleanup (retention & cleanup)
Under Cleanup Configuration: Automatic Cleanup Enabled Retention Period for Cleanup (DateFormula...
Module: Escalation Engine
The escalation engine automatically monitors overdue approval requests and runs definable escalat...
Module: Rejection Handling
The rejection behavior in Advanced Workflow is configurable and controls what happens when an app...