Define Workflow Configurations

Explanation

This activity is used to define workflow configurations. On creating a new Configuration a weight can be assigned to each configuration in order to differentiate it in the mobile client if more than one configuration exist. Once the configuration is created the list of available actions will be pre-populated in actions tab. The user can specify which actions should be visible by checking the Used In Application and which action should be mandatory to perform in a work order by checking Mandatory. Filters section allow defining the criteria to which the configuration should apply on work orders in the device. All active configurations will be synchronized to IFS Mobile Work Order client upon activating the device.

Prerequisites

N/A

System Effects

As a result of this activity, enabling and disabling of actions according to the selected configuration will take place in the IFS mobile work order client. Further, certain actions will be mandatory to perform in processing work orders in the application.

Window

Workflow Configuration

Related Window Descriptions

Workflow Configuration
Workflow Configuration/Filters
Workflow Configuration/Actions

Procedure

  1. Open the Workflow Configuration window.
  2. Create a new record (F5).
  3. In the Configuration ID field, enter an identity.
  4. In the Description field, enter a description of the Configuration.
  5. In the WO Site field, enter one of the user allowed sites.
  6. In the Weight field, enter a suitable number to assign a weight to the Configuration.  
  7. Save the record (F12).
  8. Available actions will be pre-populated in the Actions tab.
  9. Specify which actions should be used by selecting the Used in Application check box.
  10. Specify which actions should be mandatory to perform in the IFS Mobile Work Order client by selecting the Mandatory check box.
  11. In the Filters tab, specify suitable values to decide in what work orders the configuration will apply in the IFS Mobile Work Order client.
  12. Select the Active check box in the header.
  13. Save the updates (F12).