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An error list is shown after activation
Typical causes: Primary table missing No normal step present No active trigger present Procedur...
Copy a workflow
There is a function "Copy Workflow", to duplicate a template including steps/triggers/rules.
Import / overwrite a template
On import, the system checks the JSON structure. If the template already exists, an overwrite can...
Export a template
On the template: Action "Export Template" A JSON file is created (e.g. AWF_Template_<Code>.json...
Integration into common standard pages (default tables)
For common tables that are delivered as default in AWF Supported Tables , there is additionally a...
Process approvals (without a dedicated document page)
For day-to-day work as an approver, the workflow management is often not the key page, but the pa...
Find workflow instances
Open AWF Workflow Management (e.g. via "Approvals & Workflows" → "Advanced Workflows"). There you...
Cleanup (retention & cleanup)
Under Cleanup Configuration: Automatic Cleanup Enabled Retention Period for Cleanup (DateFormula...
Workflow action on completion
In the template there is the section "Workflow Action". Run action on completion enable. Action ...
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...
Define steps
Basic structure of the steps In the template there is the section Steps. A step contains, among o...
Configure related tables (optional)
Why do I need related tables? The rule engine can check conditions not only on the primary table,...
Create a workflow template
Create a new workflow template Open AWF Workflow Templates. New. Fill in the area General: Co...
Step 0 – Check supported tables & events (must-know)
What are "AWF Supported Tables"? In "AWF Supported Tables" you maintain which tables can be selec...
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...
Workflow user groups
As a rule you will use Workflow User Groups to organize the distribution of approvals/reviews. Ma...
Permissions
You typically need: DEXPRO AWF Administrator: for setup/template maintenance DEXPRO AWF User: f...
Alternative entry (if present in the profile/role)
If your role/home page offers an entry point, you will often find the "Approvals & Workflows" are...
Entry via "Tell Me" (Alt+Q)
Directly searchable via Tell Me: AWF Workflow Templates (list) AWF Workflow Management (list) R...
Approving in practice
Requests to Approve (for every table) DEXPRO Advanced Workflow can be used for practically any ta...