Configuring the Workflow Editor

This section provides information on the general steps required to create a new custom workflow.

During the installation process, the Infor Expense Management Professional Services team sets the database table values to configure the workflow editor.

You must configure the activities and transitions in the .txt files and load the .txt files in the Infor Expense Management database before you use the Infor SAT application to create custom routing conditions.

If you create a group to route the documents, you must assign users to that group through the Group Administration screen.

Note: Documents cannot be approved if no users are assigned to the group.

To configure the Workflow editor:

  1. Define and create the activities that comprise the workflow. For example, manager review, accounting review, and audit review. The activities are defined in the alwf_activy table.
  2. Create the transitions from one activity to the next activity. You must define the document routing path and modify the transition labels and click Done. Transitions are defined in the alwf_transition table.
  3. Create a group with permissions to view the documents routed to each activity. If default activities are used in the workflow, the authorized groups must have permissions for these activities. If a new activity is defined, a group must be given permissions to view documents in this new activity. Groups are defined in the alco_group_defn table.
  4. Grant the required permissions to a group in the alwf_activity_permissions table.
  5. Create a custom routing condition using the business rules with the Infor SAT application. For example, if a document has an amount $5,000 or more, the document must be routed to the CFO for approval.
  6. Assign users to hold queues for receipts.
  7. Click Add to save the data.