Activating a workflow process indicates that the process
is ready to have records routed through it. Before you activate a
record, consider whether you want records to be routed into a process
manually or automatically.
A record can enter a workflow process by any of the following methods:
- When you click the Route button on the
toolbar.
- When you select the Route Workflow action.
- When you create and save a record, the record is routed into the
workflow process. You can set one process per object to initiate automatically.
- You can set workflow options in the Organizations application.
These options specify that generated records must be routed into a
particular workflow process. You can specify a workflow process to
manage the following records:
- Work orders that are generated from a preventive maintenance record
- Purchase requisitions that are generated through the inventory
reorder process
- Purchase orders that are generated through the inventory reorder
process
- Work orders that are generated when a purchase order for a rotating
asset is approved
- A record can be routed from one workflow process to another in
any of the following ways:
- With an interaction node
- With a subprocess node
- With a WFINITIATE action specified on a connection line leaving
a node
- A record can be automatically routed into a process with an escalation
action.