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Workflows
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What is a Workflow
The aim of this guide is to provide you with a general introduction to workflows, ranging from simple workflows through to more complex processes. There is also context specific help available within the editors within 12d Synergy. 1.1. What is ...
Updated on : 21 Aug 2023
Anatomy of a Workflow
A workflow is made up of several different pieces. But primarily there are the following two main components. States - state of the workflow, such as Started, In Progress, In Review, Completed Transitions - how to move from one state to anot...
Updated on : 13 Sep 2023
Setting up a Simple Workflow
1.1. Setting Up a Workflow Now that we know a workflow is just a list attribute, it’s very easy to set up. It’s important to know that things like Activities, Conditions and Data Capture are all optional. It is recommended you get used to workflow...
Updated on : 21 Aug 2023
Workflow Reporting
1.1. Active Reporting 1.1.1. Active Workflows Any workflows that are assigned to you will automatically appear in your "Active Items" window, under the Workflows tab. You can use this to quickly transition the workflow, or simply jump to th...
Updated on : 13 Sep 2023
Advanced Workflows
1.1. Advanced Workflows 1.1.1. Activities Activities are the actions you want to perform when transitioning from one state to another. Activities can be composed as building blocks, with one step following another. However, you must remember...
Updated on : 11 Oct 2023
Setting up an Advanced Workflow
Setting up an Advanced Workflow In this section, we are going to look at converting the simple workflow from the section above into something a bit more advanced, with some activities and data capture. This will look at assigning the workflow at th...
Updated on : 30 Aug 2023
General Notes
Workflows can be as simple or as complex as you need them to be. General recommendations are: Test workflows in a sample job first before making them system or template wide Build them iteratively Build transitions between all states until you ...
Updated on : 21 Aug 2023