The purpose of Workflow is to automate business processes. For example, a representative needs to call new customers. Workflow can be used to automatically schedule an activity for a CSR to follow up with the new customer when the Account Type is changed from Prospect to Customer.
The Wintouch WorkFlow Script Designer uses the IBM OS/400 database triggers. Start the Work Flow Script Designer by selecting Administration from the Main Desktop, then "Work Flow Script Designer" from the pull-down menu. Once the script has been created and saved, it will become active when a Work Flow trigger is activated.
To add a new script, you must type in a name 20 characters or less in the field to the right of Script Name and then click on the Add button.
Left Click on the script you would like to edit to open the Work Flow Script Designer.
Add: When selected, this button adds a new script to the list of current scripts.
Delete: When selected this button will delete the highlighted script from the list.
Apply: When selected this button will save any newly added or edited scripts with the triggers defined in the scripts.
Close: This button closes the Work Flow Script Designer window. Select Apply prior to closing the window in order to save any changes made.
Help: This button displays online help in a new window.