Workflow examples

Example 1

This workflow displays all the persons stored for the current company. The workflow is defined as follows:

Options:

Title = Persons in company

General Settings: Runs in context, Hide start window Parameters:

Parameters = Record, Source = Extern, Name = COMPANY, Type = Company, mandatory

Process:

Persons:

• Definition:

  Info Area 1 = Company, Input parameter = COMPANY

  Info Area 2 = Person, Index = Co.Gr. + Co.No. + Pe.Gr. + Pe.No., Key length = 6

  Start With List enabled

• Commands: Command = New Input Parameter, Info Area = Company

  Action: Parameter = COMPANY, Parameter action = Edit

  Action: Action = Refresh

If you switch to a new company using the summary index card, the view is updated to reflect the new company:

Note that:

• The summary index card is displayed.
• The workflow description is not displayed.

Example 2

This process counts the number of visits by the rep assigned to a company over the period of a year and enters the value in the FreeN1 field.

Workflow Settings:

Title: Number of contacts per company rep General settings: Hidden

Parameters:

Processes:

Process 1 – "Company"

Definition:

Info Area = Company, Edit

Input Parameter = COMPANY

Command:

Command = Edit, Action

Action 1:

Action = Execute

Action 2:

Info Area = Company, Parameters = Count, Param. Action = Complete Field, Field = FreeN1

Action 3:

Action = Save

Action 4:

Action = Exit Workflow; Format = <workflow name>

Input criterion 1:

Info Area = Company, Key Definition: Parameters = COMPANY, Result

Result:

Result = TRUE, Param.Action = Edit, Parameters = Rep, Field = AD1

Input criterion 2:

Result

Result:

Result = Regardless, Action = Create Child, Process = 2, Parent Process = 1

Process 2 - "Contacts"

Definition:

Info Area = Contact, Index = (1)Co.Gr.+Co.No.+Pe.Grp.+Pe.No.+Date+Time, Key Definition: Company, Key Length = 6

Condition: Status = Done, Contact = Visit

Command:

Command = Next Record, Info Area = Contact, Parameters = Rep, Operator = '=', Comp. Field = Rep 1

Action 1:

Result = TRUE, Parameters = Count, Param. Action = Add, Content = 1

Action 2:

Result = Regardless, Action = Execute

Action 3:

Result = Regardless, Command execute = Y, Action = Next Record

Action 4:

Result = Regardless, Command execute = N, Action = Edit, Process = 1

Input criteria:

Result:

Result = Regardless, Action = First Record

Result:

Result = Regardless, Action = Next Record

This workflow only applies changes to the company record.