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Introduction to Workflow

Charline Crugnola
  • Updated

The purpose of this section is to explain how to set up your Workflow and how to customize it in Winner Bizz.

To configure rules to communicate with third-party applications click here.

 

Summary

 

Overview

To access the Workflow go to Other > Application Settings > Workflow settings.

Here the user will find the different sections (1) corresponding to the different modules.

The modules contain process steps (2).  

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Customisation of step

Add new step

To add a customised step in a process,

  1. Select an existing standard step.

  2. Click on Add new.

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The Customised step edit window will open, allowing the user to create the new step.

 

Customise step editor

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  1. Name: Choose a name for the new step. This one will be visible in the Workflow assistant.

  2. Type: Choose the type of the step the user wishes to create.

  3. Option:
    Active step: Tick this box to activate the step for the selected process. Untick to deactivate
    Mandatory step: Tick to make the step mandatory in the process.

  4. Temporality: Choose if the created action takes places Before the standard step or After the standard step.

  5. Content: If the user chooses to send or save a document during this customised step, specify the Exchange type, the Exchange file, the Filename and, if necessary, add parameters with the + icon.

  6. Transfer Settings: Depending on the type of created step, complete the data required for the transfer.

 

Edit an already created step

If the user wishes to edit a step they created, select Edit.

 

Overview of the steps before and after

A step taking place before the standard step is depicted in blue. A step taking place after a standard step is shown in red.

 

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Types of customized steps

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