Workflow Rules

You use this screen to configure Workflow Rules to apply to the selected Workflow Templates and Sage 300 view.

Rules include What records are subject to workflow notifications and approvals, How to determine if approvals is required and Who approves.

To use the screen

Security Required

Users need to be in the "Configure Workflow Rules" security group to access this screen.

To create a new set of rules

Select a workflow template and a Sage 300 view.

You can only have one set of rules for each workflow template/Sage view combination.

In most cases, each workflow template is designed to work with only one Sage 300 view.

What does the Workflow applies to?

Insert a row for each rule, add a description and select a workflow color for the rule (optional).

How do you determine if approval is required?

When does the rule apply?

Add the conditions used to determine if the rule applies.

The conditions can be based on various fields : 

• Master file details and Optional Fields

• Batch Header fields, details from the first entry in the batch, including optional fields values applied to the first entry

• Header fields and details from the first line on the record, including optional fields.

Note: Conditions are cumulative.

For examples and details, see Workflow Rules: Conditions (How) setup

Who approves?

Select up to five Sage 300 users or Extender Workflow Groups that will approve sequentially.

If there are no users on the screen, the workflow will be automatically completed.

Notifications only workflow templates

If the Workflow Templates are designed to notify (and not a full approval process), select only one user or user group.

If you select a workflow user group, all users in the group will be notified.

Options Tab

On the Options Tab, configure the general notification options: 

• Notify in AC Chat / TeamWork

• Notify by email

• Select a report to be printed when the workflow starts and is approved.