Creating Workflows in Subscribe-HR
From Subscribe-HR Wiki Help
| Line 17: | Line 17: | ||
# Select the create button. | # Select the create button. | ||
# Enter the name of the Workflow. | # Enter the name of the Workflow. | ||
| − | # Select the Workflow Type.<br>'''Create New or Update Existing Records''' triggers when a record is create or updated in this related object<br>'''Create New Records''' triggers when a new record is created only.<br>'''Time Based is triggered when an event reaches a defined date or time. | + | # Select the Workflow Type.<br>'''Create New or Update Existing Records''' triggers when a record is create or updated in this related object<br>'''Create New Records''' triggers when a new record is created only.<br>'''Time Based is triggered when an event reaches a defined date or time.<br>'''Update Existing Records''' triggers only when a record is updated. |
| − | # | + | # Select '''Workflow Mode''' as Standard. |
| + | # Select Create Task<br>Yes will create a task in the reminders dashlet<br>No will not create a task in the reminders dashlet | ||
| + | # Select the '''Task Type''' as | ||
Revision as of 08:59, 29 June 2010
Workflows Explained
You are probably wondering what Request Type Workflows are and how they can help automate HR processes.
Request Type Workflows are a sequence of connected steps that are triggered when an action is performed, these steps may cause someone to be notified of the action and the person notified to respond to the action.
Example: An Employee submits a Leave Request, this could trigger a workflow to notify the manager.
The manager will receive a request template, when the manager approves or denies the request for leave this triggers another action in the workflow to notify the employee of the outcome of the leave request.
Creating Request Type Workflows
- After logging into the Subscribe-HR portal, select the Development TAB.
- Select the Objects folder.
- Select the Object that relates to the workflow you wish to create.
Example: (If you are creating a request workflow that triggers actions when Employee Property is assigned you would select the Employee Property Object. - Select the Workflow Tasks sub-folder.
- Select the create button.
- Enter the name of the Workflow.
- Select the Workflow Type.
Create New or Update Existing Records triggers when a record is create or updated in this related object
Create New Records triggers when a new record is created only.
Time Based is triggered when an event reaches a defined date or time.
Update Existing Records triggers only when a record is updated. - Select Workflow Mode as Standard.
- Select Create Task
Yes will create a task in the reminders dashlet
No will not create a task in the reminders dashlet - Select the Task Type as
