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changes.mady.by.user Jan Panoušek

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changes.mady.by.user Jana Volencová

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collaboration workflow

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  1. Enable document creation workflow in Administration > Configuration > My Workflows > Enable creation workflow.

  2. Create a calculation logic (see the guidelines below). The system will always search for and use the most recent, valid and active logic.

  3. Initialize the workflow by clicking the Start CW button in the Quote, Agreement/Promotion, Rebate Agreement or Compensation detail view.
    Forward the document to other users in the workflow using the Back and Next Step buttons.

    • Note that there is no change tracking, so there is no way to see what other users changed.

    • Your pending creation workflows are listed in a panel on the Home page. The CW status (Draft - In Progress - Finished) and label are displayed in the Quote, Agreement/Promotion, Rebate Agreement or Compensation list table and in the header info.

  4. As soon as the work on the document is completed, it can be submitted for approval the usual way. You can also configure automatic submission after the document creation workflow is completed.

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