Workflow Process

Overview

According to organization's needs users can define to have more than one Workflow Process related to a Workflow Process Context (E.g. Request for Proposal, Expression of Interest, etc. for Procurement Document) in case users want to define a different workflow behavior for each of them.

Navigation

Admin ► System Security ► Workflow ► Workflow Processes

Workflow Process screen Fields and Tabs

Field	Definition
Code	Unique identification code of the Workflow Process.
Context	Reference to the Workflow Context Process.
Longest Duration	Disable in insert mode. Auto-generated by the system.
Timing Unit	Disable in insert mode. Auto-generated by the system.
Discriminator Property Value	Select one value from the list. This list is filtered based on the Discriminator Property Entity selected in the Workflow Process Context, if applicable.
Workflow User Assignment Provider	Name of User Assignment Provider to be used by the Workflow for this Workflowable entity.
Description	Short description of the Workflow Process
Stage Tab	This tab contains all the available states for a particular process/document which are part of the finite state machine.
Transitions Tab	This tab is used to create a link between two stages, creating all the available transitions of the finite state machine associated with the Workflow Process; this is a key entity within the Workflow Engine.
Transition Validation Rules Tab	This tab contains the validation rules to be applied for a specific transition, the validation rules can be applied to both manual and automatic transitions.
Timing Alert Classifications Tab	This tab contains the color alert classification given to a Workflow Process based on the time expected to be resolved for each transition or action. This time interval might be different for each document or process type and can be represented in any time measure (days or hours usually) depending on the customer and business needs. This classification must be configured at the beginning of the installation before populating other workflow metadata entities, and the number of alert colors defined is unique for all documents or process types.

Entity Descriptor Properties

Overview

Tab contains one or more Entity Description Properties

Entity Descriptor Properties Tab screen Field

Field	Desciption
Sequence	Sequence represents sequence of the Entity Descriptor Properties.
Entity Property	Dropdown menu list allows users to select entity property.

Stages

Overview

This tab allows to insert different workflow stage into workflow process.

Stage Tab screen Fields

Field	Description
ID	Unique indemnifier code that represents the Stage
Custom Key	Custom key that represents the Stage.
Stage Type	Workflow process stage type, example Final, Initial, Intermediate.
Estimated Duration	Workflow process stage estimated duration.
Allowed Overdue Percentage	Percentage to define overdue time.
Notification Acknowledge	Check box to send notification acknowledgment.
Timing Unit	Dropdown list of workflow process stage timing unit. Value is either day or Hour
Status	Status of workflow stage like Created, Approved, Rejected, Cancelled, Approved Requested etc.
Language	Dropdown list, users can select the language he would like to use in the application (default).
Description	Description of the workflow stage.
Properties Tab	Tab contains information of property.

Properties

Overview

This tab allows users to insert property value into the stage if required.

Properties Tab screen Field

Field	Description
Property Name	Dropdown list to select the property name.

Timing Alert Classifications

Overview

Tab allows users to insert the timing alert classification into workflow process

Timing Alert Classification screen Field

Field	Description
Colour	Dropdown menu allows selecting an alert color.
Delay Percentage	Field contains delay percentage for an alert.
Description	Field contains a description of the Transition.

Transition Validation Rule

Overview

Tab allows to insert one or more Transition Validation Rule into workflow process

Transition Validation Rule Tab screen Field

Field	Description
ID	Unique indemnifier code that represents the Transition Validation Rule.
Custom Key	Custom key that represents the workflow Transition Validation Rule.
Left Operand Type	Left component of workflow process transition validation rules.
Operator	Dropdown list of operator status of the workflow process transition validation rules.
Right Operand Type	Right component of workflow process transition validation rules.

Transitions

Overview

The tab allows users to insert different transition level.

Transitions Tab screen Fields and Tab

Field	Description
ID	Unique indemnifier code that represents the Transition.
Custom Key	Custom key that represents the workflow Transition.
Active	If checkbox flag on, that means Transition is active, otherwise Transition is inactive.
Notify Assignee	Checking on the box allows to send the notification about the transition to the assigned user.
Notification Type	Dropdown allows user o select the notification type (Internal Message or E-mail).
Is Revert	Checkbox active indicates transition is reverted
Allow Manual Assignment	Flag on indicated that manual assignment is active.
Transition Type	Transition Type is either Manual or Automatic.
User Assignment	Workflow process stage estimated duration.
User Role	Assign user role to the transition.
Is Broadcast	Checkbox indicates Transition is broadcast or not.
Notify Submitter	Checkbox allows to send a notification to the submitter.
Is Note Required	Selecting the checkbox allows the user to add a note to the transition.
Attach Note To Notification	Selecting the checkbox allows the user to attach a note with the notification.
Notification Acknowledge	Check box to send notification acknowledgment.
Transition Priority	Dropdown allows to select the priority of the transition
Exclude Creator	Checkbox indicates Transition exclude creator or not.
From Stage	Selected stage from the list assigned to the transition From.
To Stage	Selected stage from the list assigned to the transition To.
Workflow User Assignment Provider Bean	Dropdown menu list to choose an appropriate value.
Business Form	Business form applies in cases when the system has to give warning messages to users.
Business Methods	Method of transition workflow assignment
Language	Users can select the language he would like to use in the application (default).
Description	Field contains the description of the Transition.
Transition Validation Tab	Tab contains transition validation rules.