Scenario 1 - New Customer

To create a workflow template for new customer

1. On the Role Centre, go to Templates > Workflows.

2. On the action bar, click New.
   The Workflow Template Card page opens.

3. On the General FastTab, enter values in the Reference Type No., Code and Description fields.

4. On the Workflow Template FastTab, select the type in the Type field.

5. In the Code field, choose the lookup button and select an existing code. Alternatively, choose the New action to create a new code as explained in To create a to-do template for the customer.

6. Add additional workflow template lines if required.

   

7. Setup the reference type for the customer; see how to set up the customer reference type.

8. On the action bar, go to Actions > Functions > Visual View – Network Diagram.
   You can view the final workflow template.

9. Close the page.

To set up customer reference type

1. Click the Menu icon.
2. Select the Reference Types under the Setup section.
3. On the Reference Types page, open the card for a customer you want to create a reference.
4. Click the Context Menu and select the Edit option.
5. On the Customer page, under General FastTab, select the value from the existing list in the Default Workflow Template Code field.

To create a to-do template

1. Select the search icon , enter To-Do Template List and then choose the related link.
2. On the To-do Template List page, select the New action.
3. On the To-do Template Card page, on the General FastTab, fill in the fields as necessary.
4. On the Responsibility FastTab, in the Employee Code field, select the employee responsible for this To-do task.
5. The Employee Description field is automatically populated based on the code specified in the Employee Code field.
6. In the Team Code field, select the team responsible for this To-do task. Alternatively, select the New action to first create a new team code.
7. On the Time Frame FastTab, perform the following steps:
   1. In the Source Type field, enter the type.
   2. In the Source Code field, enter the code.
   3. In the Duration Date Calculation field, enter the date formula. The values entered here are used for calculating the duration of the To-do task.
   4. In the Critical Date Calculation field, enter the date.
8. On the Criteria FastTab, enter the values in the Type field.

1. In the Condition Code field, select an existing code. Alternatively, select the New action to create a new code as explained in To create a table condition code.
2. In the Condition Description field, enter the description of the selected condition code.
3. Click OK.
4. If you want to add a new entry, click the + icon on the top of the To-do Template Card page.

To create a table condition code

1. Select the search icon , enter Table Condition List, and then choose the related link.

2. On the Table Condition List page, select the New action.
   The Table Condition Card page opens.

3. On the General FastTab, enter values in the Table ID, Code and Description fields.

4. On the Table Condition FastTab, perform the following steps:

   1. In the Type field, select the type.
   2. In the Field ID field, specify the table where the value in the Column Caption field is mapped.
   3. In the Filter field, specify which field the column in the column no. field maps to.

5. Repeat step 4 for any additional conditional lines that you want to add.

   

6. Close the page.

To create a to-do group template

1. On the Role Centre, go to Templates > To-do Groups or select the search icon , enter To-Do Group Template List, and then choose the related link.

2. On the To-do Group Template List page, select the New action.

3. On the To-do Group Template Card page, on the General FastTab, fill in the fields as necessary.

4. On the To-do Group Template FastTab,in the Code field, choose the lookup button and select an existing code. Alternatively, choose the New action to create a new code as explained inTo create a to-do template code.

5. Add additional To-Do Group Template lines if required.

   

6. Close the page.