Link Workflow template to Extender view or Screen
To start a workflow automatically:
You can attach a Workflow Template to a Sage 300 View operation and/or View field/fields. The workflow will start automatically when the view is used in Sage 300.
For details on how to add a workflow to a Sage 300 View, refer to View Events, Scripts & WF
- when a view field is updated – you attach the workflow template to a View field.
- the insert/update/upsert/delete operation on a Sage 300 view - the workflow template is attached to a view operation.
- by a Python script run on the Sage 300 desktop or attached to a Sage view.
- by a Python script run using Process Scheduler.
To start a workflow manually:
You can start a workflow manually from an icon on a Sage 300 screen.
The logged-on user has to be configured as a Workflow User. For details refer to Understanding Workflow Users ,
You configure which screens can start workflow in Information Manager Setup > I/M Options.
