Workflows

Define your work processes

Have you defined your company's work processes? Do your employees need to respect the steps and their transitions?

This app lets you define your work processes and ensure their execution.

This app adds workflow management to your application. To use it, go to the app's home page and add a new workflow.

For each workflow :

  • Specify a manager and a group for the sales and production sections: these two items of information will be used in other modules that use workflows.
  • List the workflow steps
  • Lists transitions between workflow steps

Compose your workflows

Once the workflow has been created, click on Build. Then add the workflow steps one by one. For each step, you can choose a user and a group withfull access to the data in that step, and a user and a group with read-only access.

You can also choose a color for each step to make it easier to read. 

Then add one by one the transitions connecting the workflow steps. For each transition, indicate the person or group who will be authorized to make the transition.

Monitor stage completion times

If you activate "Show alert time" in the app settings, you can enter an alert time for each step in your workflow. This will trigger the display of the time spent in the current state, and if this is greater than the alert time, it will be shown in red. 

Use your workflows

Your workflows are now available and ready to be used by other apps, such as the Production Files app.