Smartstaff, administrator
4,478
edits
Changes
no edit summary
_triggerwf('@eventid@',98765,26);
('''26''' is the objecttype for Level 2 activities, and will be the same for all Level 2 workflows)
NOTE: For workflows triggered by a Browser Script within a UTA you should set Trigger When to --Deactivate-- rather than selecting a Status. This ensures that the workflow is only triggered when called by the script, and there is no risk of triggering it when a status changes.
Notes:
* You must not select Let current user select target user from this role for the Routing of workflows triggered by script, as they will not execute.
* Because the workflow is triggered when the script executes it happens before the record is saved. If the workflow changes the Status or a Custom Field value, when the record on the screen is actually saved it will overwrite any changes made by the workflow by those on the page that is being saved. Accordingly you should include any Status or Custom Field changes within the JavaScript that triggers the Workflow.
* If this function is called with a button on a page where standard libraries are not included, make sure to include /js/sstools.js (Example: <SCRIPT type="text/javascript" src="/js/sstools.js"></SCRIPT> ).
=Using workflows=
==Searching or Sorting Workflows==
The following tabs are also displayed:
* '''Workflows ''' – click this tab to see list of workflows. * '''Tasks ''' – click this tab to see a list of tasks for all workflows. * '''Outstanding Tasks ''' – click this tab to see a list of outstanding tasks for all workflows.
Each of these tabs has search and sort options, to allow quick and easy location of workflows and tasks.
The steps for '''searching ''' are as follows:
1. Go to the tab that you wish to search against.
[[Image:workflow2017_14.png]]
3. Enter in appropriate criteria.
[[Image:workflow2017_15.png]]
The steps for '''sorting ''' are as follows:
1. Click the column header on the column you wish to sort. First click sorts ascending (going up example 1,2,3).
[[Image:workflow2017_16.png]]
Produces this diagram:
[[Image:workflow2017_18.png]]
==Workflow History==
This page shows all instances of the workflow being triggered. The last column shows the "Objectid" of the entity against which the workflow was fired.
[[Image:workflow2017_19.png]]
Clicking on the Workflow History tab will display the history of workflows triggered on the entity.
[[Image:workflow2017_20.png]]
==Configure System to display Workflow options==
The user creating the workflow must have permission to set company workflow trigger.
Go to Global settings – Security – System Feature Permissions , go to the Action Permission tab and scroll down to the Workflows - Attach Workflow to Company setting. There should be a Lookup button to select the roles that should be allow them to do attach the workflow.
Once the role is selected, the options will display in the edit company view.
[[Image:workflow2017_21.png]]
