Workflow
Intro
netFORUM Workflow, released in netFORUM 3.0, allows you to take a manual Standard Operating Procedure (SOP) and automate it behind the scenes in the netFORUM application. Workflow does not depend on a User Interface, but is a process which is triggered by changes in netFORUM data. This change can originate in iWeb, eWeb, or xWeb. Workflow rules are associated with a specific field, inside a specific netFORUM object.
A Workflow Rule has one or more Workflow tasks.
With Workflow you can:
- Update, Insert or Delete data using the netFORUM framework.
- Send an email based upon a correspondence template.
- Create Assignments with built in task assignment functionality.
- Execute a Web Service method.
- Execute .NET program code.
- Use conditional logic.
System Option and Object Setup
Enable the WorkFlowEnabled system option to enable Workflow checking and execution.
Modules > Admin > System Options > Find System Option. Select the current setting checkbox.
The facade object with which you are working must have supports workflow check box selected.
Modules > Toolkit > Find Object. Click Edit. Select the supports workflow? checkbox. Click Save.
Establish a workflow rule and relate it to a specific object. Workflow Rules must be created and be set as active to be triggered. The Workflow Rule is the starting point of any Workflow you might develop.
Nav menu > Workflow > Add Workflow Rule. (Must save the Add Workflow before the Workflow Designer button is visible).
Worklow Designer - The Workflow Designer allows you to easily create and arrange Workflow Tasks through a visual user interface.
A Workflow task can insert new data. Create a Workflow Task that will insert a Note - click Workflow Designer > select Object Insert/Update from the Add New Task box.
A Workflow task can update existing data. Create a Workflow task that will update a field (end date in my musical group x customer table).
Workflow > Find Workflow Rule > click Workflow Designer.
A Workflow task can send an email Create a Workflow task that will send me an email if an individual becomes a republican.
Create a correspondence template for the email (Marketing module).
A Workflow task can create an assignment for a user -
need to add Assignment roles and values for other required drop-down lists - CRM > Overview > Customer Request Setup