Workflow example 3: A time-conditional notification

Scenario: When a PO line change occurs and the Promise Date is later than the Due Date, a notification must be sent to your Inbox.

To create a workflow for this scenario:

  1. Open the Workflow Wizard.
  2. In the Type of Workflow section, select one of these options:
    • Notify Me When: Select this option to receive a notification in your application Inbox form when the change you specify in the following pages is made to the system.
    • Notify You When: Select this option if the person who makes the specified change should receive a notification in his or her application Inbox form.
    • Build from Scratch: Select this option and click Finish to exit the workbench and use the standard Application Event System (AES) forms to build the workflow.
  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.
    • If you want the workflow to apply to all IDOs associated with the specified form, select All IDOs.
    What to track
    Select Changes.
  5. In the Filters section, perform these actions:
    1. Select Where.
      The Purchase Order Items caption displays.
    2. Select the PromiseDate property from the drop-down list.
    3. Specify the Is after operator.
    4. Specify PurchaseOrderItems.DueDate or other property to compare to.
    5. Click Add This Clause to add your filter to the workflow.
  6. Optionally, select Customize Resulting Workflow to open the event handler you created in the standard AES forms. This option is enabled only if you selected one of the notify options in the Type of Workflow section.
  7. Click Finish to complete the workflow.
  8. Test the workflow.
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