| To work with Infor Workflow |  |
| This section describes how to use Infor Workflow 7.4 in Web UI. Important! Infor Workflow 10.1 and higher do not run in Web UI. For details on these versions, refer to: Users Guide for Infor Workflow Extension and ERP Baan IVc (U9588 US) Users Guide for Infor Workflow Extension and ERP LN (U9589 US) Introduction If you are authorized to use Workflow, the Workflow panel is displayed. In the panel, click Workflow. A navigation tree with the following options opens: Template list (Optional) Work list If you click the template list or work list, the list opens as a form in the Work Area. Note Most users have access only to the work list. If you do not have authorization to initiate templates, which you can do by creating a process from a template list, the template list is removed from the Workflow panel when you try to log on to Workflow. To use the work list The work list shows all the activities that are assigned to you. The following activity types are available:
Activities in the work list
| ERP activity | Starts a modeled ERP LN session.
| Local application | Starts a modeled client application. For instance, a URL in Microsoft Internet Explorer.
| Form activity | Shows a form that contains a description, a number of fields, and various options.
| Voting activity | Similar to a form activity, only your choice counts for a vote that together with other votes, influences the precedence of the process.
You can perform the following actions on an activity: Accept Decline Execute Reassign Attachments To accept an activity If you click Accept, the activity is linked only to your work list and is removed from the work list of other users who have this activity assigned. To decline an activity If you click Decline, the activity is removed from your work list only and not from the work list of other users who have this activity assigned. To execute an activity If you click Execute, the activity type determines how the activity is run. For example: If the activity type is an ERP activity, an ERP LN session starts. If you save and exit the ERP LN session and multiple choices are available, the Choice Form dialog box appears, which lists the various options. If you close the ERP LN session in another way, for example, by clicking Cancel, the activity remains on your work list with the status Accepted. If the activity type is a local application, a client application starts, based on the file association. If the client application starts, the Choice Form dialog box also starts. As a result, the choice can be made independently from the local application. For example, if you make a choice, which results in the activity being removed from your work list, the local application can remain open. If the activity type is a form activity or a voting activity, a dialog box appears that lists the activity description, a number of fields, and the various options. You can modify the fields. If you make a choice, the fields are validated. If a field is invalid, a message appears and the invalid data entry will be in red. To reassign an activity If you reassign an activity, the activity is removed from the work lists of the currently assigned users and is reassigned to a new group of users. To reassign the activity to a new group of users, you must assemble a list of users. Complete the following steps: Click Reassign. The following dialog appears: Select a user group in the Group box. The users of the group now appear in the Users of Group box. Select one or more users and click the right arrow button to add the users to the Assigned box. To unassign a user, select the user in the Assigned box and click the left arrow button. Click OK. Attachments If you click Attachments, the attachments, if available, appear. You can add new attachments, view, edit, and delete the attachments. To add an attachment Enter the attachment name and indicate whether or not to overwrite the existing attachment on the Workflow server. Click Add and select a file from your system. The file is uploaded and displayed in the Attachments dialog box. Use the Overwrite check box to update an attachment with the same attachment name and file. The name and file must be the same, otherwise an error message is displayed. To view an attachment Select the attachment and click View or click Attachments. The attachment is downloaded to the client's temporary directory and the associated application, which is associated based on the attachment's extension, is started to show the attachment. To edit an attachment The steps are similar to the actions for viewing an attachment. The difference is that you can save the attachment after an edit. When you close the application, the attachment is uploaded to the Workflow server. To delete an attachment Select an attachment and click Delete to delete the attachment. To use the template list The following figure is an example of a template list: If you have access to the template list, you can perform the action Create Process. A process is created based on the selected template. Multiple processes can exist based on one template. The first activity that is modeled in the template, is assigned to the users who are linked to the role that is linked to the activity. The Create Process dialog box shows the name of the template and provides a suggestion for the name of the process. The priority of the process is set to medium by default. You can change this setting. The template description can be changed to a process description, if required. Note If you are not authorized to create processes, the template list is removed from the Workflow panel as soon as you try to log on to Workflow. Common actions for the work list and the template list You can perform the following generic actions for both the work list and the template list: Display the properties. Refresh the list. Personalize the view. To display the properties If you select a template from your template list, or an activity from your work list in your Work Area, you can click Properties to open the Properties dialog box. This dialog box lists all the template properties or activity properties. To refresh the lists If you open the template list or the work list, you can click Refresh in your Work Area to display the latest status of your template list or work list. Note A system administrator can define the following refreshment settings: Web UI checks for changes on the work list at regular time intervals. The refresh mode is set to Automatic. Web UI checks for changes on the work list and automatically refreshes the list. The refresh mode is set to Manual. A message is displayed in the title bar of the work list to indicate that the work list needs to be refreshed. To filter the lists You can filter the template list or the work list; see an example below: If you enter in this example the character 1 in the ID field and press Enter, only the lines with ID 1463 and 1078 are displayed. If you subsequently enter I in the Name field and press Enter, only the line with ID 1463 (ItemAndRouting) is displayed. When you filter a template list or a work list, the contents of the navigation tree are filtered correspondingly. See the following figure for an example: For details on filtering, refer to Filter. To personalize the view To personalize the grid (columns) in the template list and the work list, on the View menu, click Customize View. The following dialog box appears: In this dialog box, you can hide/unhide columns in the grid, and change the column ordering and column width. For details, refer to Personalize ERP sessions. Note You can also filter the contents (rows) in the view. For details, refer to Filter. You can also activate all Workflow actions from the Workflow tree in the Workflow panel. Right-click a node in the tree to display the actions that you can run. If you move the mouse pointer over a template, the template ID and template description appear. If you move the mouse pointer over an activity, the ID and process name appear. |