Create a workflow template

Create a new workflow template 
 
 
 
 Open  AWF Workflow Templates . 
 New . 
 Fill in the area  General :
 
 Code  (unique) 
 Description 
 Active  initially  No  (recommended) 
 
 
 
 
 
 
 
 Set the primary table (decisive, as this is the table the workflow is started for) 
 
 
 In the workflow template (card), go to the area  "Primary Table" . 
 Field  "Primary Table ID"  select.
 
 The list opens:  AWF Supported Tables . 
 
 
 Select a table. 
 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 
 
 
 
 In the  AWF Workflow Template  → field  "Save Audit Trail to Attachments"  = Yes. 
 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.