Workflow > Creating a Workflow > Creating a Workflow
  
Creating a Workflow
1 Access the WF option in the Windows UI.
2 Press F6 or click the Create a new entry option in the top right corner. The Workflow Configurator [Create] window appears.

Workflow Configurator [Create] Window
3 Choose a meaningful workflow code, and specify the transaction type to associate the workflow with.
4 Press F2 or click the green check mark.
5 In the new window that appears, choose a meaningful description, and assign an initial owner and status. For example, you may set the status to 00 if it is a new shipment. Access the SR option to see a full list of statuses.
Note: You can modify the list of statuses, but this change can only be done once, on system setup.

Workflow Configurator Window
6 Press F2 or click the green check mark. The Workflow Tasks screen appears.
7 Press F6 or click the Create a new entry button in the top right corner. The Workflow tasks [Create] window appears.

Workflow Tasks [Create] Window
8 Enter a task sequence number. Sequence numbers determine the order in which tasks appear in the workflow.
9 Press F2 or click the green check mark. A new maintenance screen appears that allows you to add more details about the workflow task.

Workflow Task Details
When you choose a Task option, a number of other fields automatically populate. See Workflow Task Fields for a list of the fields that are relevant for Web UI tasks.

Workflow Task Fields
 
Field
Description
Key ID
Choose a unique and meaningful character code for the task. This code is used to identify the task and link it to pre- and postrequisite tasks and compliance checks. The key ID ensures that even if a task’s sequence number changes, these links remain unbroken. Also, the key ID is used by other programs within workflow to identify and update the task.
Task option
The shortcut code for the option that you want to run for this task. For a full list of options you can configure as workflow tasks, see the List of Workflow Tasks tab in Appendix A on the QAD Document Library.
Task program type
The default task program type for the Web UI is 50.
Task description
A brief description of the task. When you run the task, this text is displayed in the task pop-up titlebar.
Availability
This field indicates if the task is available from the Windows UI, the Web UI, or both.
Program Parameters
To view information on acceptable parameters, click Info. You can use this field for document printing, pop-up notes, compliance checking, or to open folders and execute external programs.
Task Type
Indicates the type of task you are creating. For example, it may be a standard task or a check. A sub-flow task is a workflow within the main workflow, with a number of tasks that run consecutively. A compliance status task updates with compliance information when compliance runs either outside or within a workflow task, or in the background.
Categories
List the categories that the workflow task falls under. The categories determine the tabs in which the tasks appear in the Tasks area.
User confirms success
If you want the Unsuccessful button to appear at the bottom of the workflow task in the Web UI, then select this field.
New status if successful
If you want the status of the workflow to change on successful completion of the task, specify the new status here.
New owner if successful
If you want the owner of the workflow to change on successful completion of the task, then specify the new owner here.
New User if successful
If you want the user assigned to the workflow to change on successful completion of the task, then specify the new user here.
Complete if unsuccessful
Select this option if you want the task to show as complete, regardless of whether the task was successful.
New status if unsuccessful
If you want the status of the workflow to change when the task is unsuccessful, then specify the new status here.
New owner if unsuccessful
If you want the owner of the workflow to change when the task is unsuccessful, then specify the new status here.
New User if unsuccessful
If you want the user assigned to the workflow to change when the task is unsuccessful, then specify the new status here.
Break point task
Select this option if the task is a breakpoint task. Breakpoint tasks result in a pause in the workflow before the next task is run.
Lock transaction
If the transaction is to be locked, then select this field.
 
10 When you have finished entering details for the task, press F2 or click the green check mark button. The Workflow task post/prerequisites screen appears.
11 If you do not wish to create pre- or postrequisites then press F2 or click the green check mark button. The Workflow Configurator [Create] window appears again.
12 To close the window, click the button in the top right corner. The Workflow tasks screen appears again, displaying the newly created task. Continue adding tasks to the workflow until it is complete. The Workflow tasks screen now contains a lists of tasks.