- Workflow Process Example
- What Is A Workflow Process User Manual Download
- How To Document Workflow Processes
- Purpose Of Workflow Process
May 18, 2015 As well as providing user help, processes provide functions such as: integration with Odoo ERPOnline Help and the company's quality manual, showing the user the menu for finding a specific document. Relationship between workflow and user process. User processes are thus connected to technical workflows. Demystify workflow automation. Workflow automation is the solution to lost time and inefficient processes. It is collaboration on an entirely new level. Work flows from person to person, system to system, to the cloud and back without bottlenecks or breakdowns. Manual, time-consuming tasks transform into sophisticated processes. 5 Steps For An Effective Workflow Automation. Workflow automation is the quick and easy way to achieve your desired task in an efficient manner with consistent. In a manual workflow, a human is responsible for pushing each item from one task to another. For example, when an employee fills out a reimbursement claim.
-->Important
Dynamics 365 for Finance and Operations is now being licensed as Dynamics 365 Finance and Dynamics 365 Supply Chain Management. For more information about these licensing changes, see Dynamics 365 Licensing Update.
This topic describes the various elements that make up a workflow.
A workflow consists of elements. The sections that follow describe each type of element.
Tasks
A task is a unit of work that must be performed. Two types of tasks can be added to a workflow: manual tasks and automated tasks.
Manual task
A manual task is a unit of work that must be performed by a user. For example, an expense report workflow can have manual tasks that require the assigned users to complete the following actions:
- Review the receipts that are submitted together with an expense report.
- Call an employee's manager.
Automated task
Workflow Process Example
An automated task is a unit of work that must be performed by the system. No human interaction is required. For example, a sales order workflow can have automated tasks that require the system to complete the following actions:
- Perform a credit check.
- Create a customer record for the customer, if a record doesn't already exist.
Approval processes
An approval process is a process that consists of separate steps. At each approval step, the user can perform the following actions:
- Approve the document.
- Reject the document.
- Request a change to the document.
- Assign the document to another user for approval.
What Is A Workflow Process User Manual Download
Line-item workflow elements
A workflow can be created to process either documents or the line items on a document. For example, you've created an approval workflow for timesheets. (We will refer to this workflow as the document workflow.) You can add a line-item workflow element to that document workflow. When the line-item element is run, each line item on the document is submitted for processing. You might want all the line items to be processed by the same line-item workflow, or you might want each line item to be processed by a different line-item workflow. Imagine that an employee has submitted a timesheet that resembles the following figure.
In this scenario, you might want to create the following line-item workflows:
- Line-item workflow 1 – This workflow is used to process line items where the project ID is 1111.
- Line-item workflow 2 – This workflow is used to process line items where the project ID is 2222.
- Line-item workflow 3 – This workflow is used to process line items where the project ID is 3333.
Flow-control elements
The following elements let you design workflows that have alternate branches or branches that run at the same time.
Manual decision
A manual decision is a point where a workflow divides into two branches. Bosch classixx frost free fridge freezer user manual instructions. A user must make a decision, and this decision determines which branch is used to process the document that was submitted.
Conditional decision
A conditional decision is also a point where a workflow divides into two branches. However, the system decides which branch is used to process the document that was submitted. To make this decision, the system evaluates the document to determine whether it meets specified conditions.
Parallel activity
A parallel activity is a workflow element that includes two or more workflow branches that run at the same time.
Subworkflow
A subworkflow is a workflow that runs in the context of another workflow.
-->Before you can create workflows, you must set up the users who take part in workflows. This is necessary, for example, to specify who will receive a notification to act on a workflow step.
In the Workflow User Group window, you set up users under workflow user groups, and you specify the users’ number in a process sequence, such as an approver chain.
Workflow users that function as approval users, both approval requesters and approvers, must also be set up in the Approval User Setup window. For more information, see How to: Set Up Approval Users.
Note
To define that an approval request is not approved until multiple approvers in an approval chain have approved it, set up approvers in a hierarchy. For approver type Approver, set approvers up in the Approval User Setup window. For approver type, Workflow User Group, set approvers up in the Workflow User Groups window and define the hierarchy by assigning incremental numbers to each approver in the Sequence No. field. For more information, see How to: Set Up Approval Users and this topic.
To define that an approval request is not approved until multiple equal approvers have approved it, regardless of a hierarchy, set up a flat workflow user group. For approver type, Workflow User Group, set up approvers in the Workflow User Groups window and assign the same number to each approver in the Sequence No. field. For more information, see this topic.
To set up a workflow user
- Choose the icon, enter Workflow User Groups, and then choose the related link.
- Choose the New action. The Workflow User Group window opens.
- In the Code field, enter a maximum of 20 characters to identify the workflow.
- In the Description field, describe the workflow.
- On the Workflow User Group Members FastTab, fill the fields on the first line as described in the following table.
Field Description User Name Specify the user who will take part in workflows.
The user must exist in the User Setup window. For more information, see How to: Manage Users and Permissions.Sequence No. Specify the order in which the workflow user engages in a workflow relative to other users. This field can be used, for example, to specify when the user approves relative to other approvers when you use the Workflow User Group option in the Approver Type field on the related workflow response. TIP: To define that an approval request is not approved until multiple equal approvers have approved it, irrespective of a hierarchy, set up a flat workflow user group by assigning the same sequence number to the relevant approvers. - Repeat step 5 to add more workflow users to the user group.
- Repeat steps 2 through 6 to add more workflow user groups.
How To Document Workflow Processes
See Also
Purpose Of Workflow Process
How to: Set Up Approval Users
Setting Up Workflows
Using Workflows
Walkthrough: Setting Up and Using a Purchase Approval Workflow
Workflow
Setting Up Workflows
Using Workflows
Walkthrough: Setting Up and Using a Purchase Approval Workflow
Workflow