Activating the IDM workflows in the ERP

When SyteLine users generate a document that has an active workflow, the document is sent to Document Management. To activate the workflows:

  1. In SyteLine, open the IDM Document Workflows form.
  2. Select Active for each predefined workflow if you want that type of document to be sent to Document Management. Your choices should be based on business decisions for the company.
    idm_document_workflows.png
    Note: Any generated output format from a workflow background task must have a Document Type record associated with that extension and appropriate groups assigned.
  3. Save your changes.

Later, you could use the advanced features on this form, along with the Application Event System, to customize the integration. See the online help for assistance with the advanced fields.