Workflow example 4: An alert workflow

To generate an alert workflow:

  1. Open the New External Workflow Wizard.
  2. In the Type of Workflow section, select Generate Workflow Alert.
  3. Click Next.
  4. Specify this information:
    Description
    Specify a description of the workflow. You can change the description on later pages.
    Apply To
    Specify the IDO or the form, or both, that you want the system to track. You must identify the IDO.

    You can further restrict the triggering condition by specifying the form where the changes are made.

    • If you know the form but not the IDO, select a form name and then click in the IDO field. The IDO is automatically filled in.
    • If you specify an IDO name, and you want the workflow to apply to all forms that use that IDO, you can either leave the Form field blank or select All Forms.
    What to track
    Select the type of operation on the IDO that triggers the notification: Additions, Changes, or Deletions.
  5. Click Next.
  6. In the Filters section, select one of these options:
    • All Rows: Select this option to trigger the notification on any change to the IDO rows.
    • Where: Select this option to specify the property and value filter criteria.

      Select this option if you only want a notification triggered when the change for a row matches the filter criteria.

      To specify multiple filter clauses, select the OR Instead Of AND With Previous Clause check box, and click Add This Clause.

      For each clause, you can specify one of these options:

      • Property, operator, and value
      • Property, operator, and another property, with an optional date-time adjustment
      • Property, operator, and the date or time when the workflow runs, with an optional adjustment.
  7. Click Next.
  8. In the BOD Mapping section, specify this information:
    Workflow
    Select an external workflow.
    Recipient
    Disabled. This field displays the recipient user.
    Workflow ID
    Disabled. This field displays the workflow ID.
    BOD Field
    Disabled. This field displays the BOD parameter name of the workflow from Infor OS workflow.
    Outbound
    Specify the source of a value used to populate the Process_Workflow BOD parameters. This value can be an IDO Property Name or an Expression (Application Event System).
    Inbound
    Disabled. This field displays the IDO Property Name that is updated for a particular IDO Row. The updated value comes from the Acknowledge.Workflow BOD Property.
    Use New Value
    Select this check box to indicate whether the BOD Field contains a new or updated value for an IDO Property.

    This field is enabled when either of these conditions are true:

    • All Rows is selected for the condition.
    • The property selected in Inbound is also a property used in the condition.
  9. Optionally, select the Customize Resulting Workflow check box to launch the Event Handlers form for this workflow's event handler.
  10. Click Finish to complete the workflow.
  11. Test the workflow.
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