Example 9

Type: Advanced Notification

Department: Sales

Learning Objectives

Trigger for Workflow

The time when a Workflow shall take place can be controlled by the Trigger e.g. in the case of dataset change.

Reaction to changed Reference Type

If a dataset has been changed, further steps which will follow are defined in this field. The fields are connected to the Field Change Activity Log, this then narrows down the fields which will cause a reaction.

Field Change Activity Log

The Change Activity Log Field makes it possible to delete and recreate a Workflow in case that one of the selected fields have been changed (Combination Setup: Reaction to changed Reference Type Field: Delete when Field changes).

Business Process “Notification for Customer Changes”

The Sales Manager is informed on each and every change on the custumer cards via notification.

Aptean Advanced Workflow Diagram

Aptean Advanced Workflow Setup

Reference Type

No.: 18 (Customer)

Editing Page ID: 21 (Customer)

Buffer Time on Function Call Server: 10 Seconds

Automatic Workflows: Yes

Keyword Definitions

Keyword Definitions Line 1

Table ID: 18 (Customer)

Field ID: 1 (No.)

Tick all Use Field

Keyword Definitions Line 2

Table ID: 18 (Customer)

Field ID: 2 (Name)

Tick all Use Field

To-Do Template

Workflow Template

Reference Type.: 18 (Customer)

Code: WF090

Description: Customer Field Change Notification

Reaction on Changed Source: Delete

Use Condition: WF090-C010

Additional: Yes

Condition

Table ID: 18 (Customer)

Code: WF090-C010

Description: Dummy Examination

Type: Workflow Template Use

Condition Line 1

Active: Yes

Type: Field

Table ID: 18 (Customer)

Field ID: 1 (No.)

Filter: <>‘‘

Workflow Line 1

Type: To-Do

Code: WF090-TD010

Trigger:

On Modify: Yes

Event Triggers

On Modify: Yes