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Create a workflow template

Create a new workflow template

  1. Open AWF Workflow Templates.
  2. New.
  3. Fill in the area General:
    • Code (unique)
    • Description
    • Active initially No (recommended)

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Set the primary table (decisive, as this is the table the workflow is started for)

  1. In the workflow template (card), go to the area "Primary Table".
  2. Field "Primary Table ID" select.
    • The list opens: AWF Supported Tables.
  3. Select a table.
  4. Check whether "Primary Table Caption" is filled automatically.

What happens in the background:

  • The app automatically creates/updates a Rule Set for the template.
  • The primary table is automatically stored as the Primary Table in the rule set.

Filter document type

Older versions had a Primary Document Type directly in the workflow template. This configuration was replaced by the Rule Engine .

If you want to start the workflow only for certain document types, or model different steps per document type, you now solve this via Rule Conditions:

1. Open the appropriate area (e.g. Workflow Trigger → Show Rules))
2. Create a rule condition (action Show Conditions).
). 3. Choose as the source field e.g. "Document Type" (a field of the primary table or a related table).
4. Set operator/value (e.g. "= Order").

Save the audit trail as PDF

When a workflow completes successfully, the audit trail can be saved automatically as a PDF file in the document attachments of the source record.

Configuration

  1. In the AWF Workflow Template → field "Save Audit Trail to Attachments" = Yes.
  2. On successful completion of the workflow, the audit trail report is generated automatically as a PDF and attached as a document attachment to the source record.

Attachments FactBox

In the AWF Workflow Instance card attachments from two sources are shown combined:

  • Attachments of the source record (e.g. scanned invoices)
  • Attachments of the workflow instance (e.g. generated audit-trail PDFs)

This gives approvers and administrators all relevant documents in one place.

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