Contents of the Application Workflow Form

Use these fields and options to create application workflows.

Field	Description
Area	Select the area for which you want to create a workflow. For Application workflow, Transaction Posting is the only option available and requires that you have the Accounting or PSA applications activated.

Workflows Grid

Grid Options

Use this grid to add workflows for the specified area.

Use the Maximize, Export, and Filter grid toolbar options to work with grid data. For detailed information, see Grid Toolbar and Grid Actions.

Field	Description
+ Add Workflow	Click this option to create a new workflow.
Print Workflow	Select this option to print a report for the currently selected workflow. This report allows you to review the information that you entered for a workflow event and action.
Options	When you click the row options icon (vertical ellipsis) at the end of a workflow row, you can select from the following options: Copy: To copy an existing workflow to create a new one, select the workflow in the grid that you want to copy and click this option. The new workflow displays below the existing one in the grid. Edit the new workflow and save it. Delete: Select the workflow that you want to delete and click this option.

Grid Fields

Field	Description
Workflow Type	Select the type of workflow to perform. Before Start: Select this workflow to perform a data validation on a transaction before it is posted to the database. After Completion: Select this workflow to perform additional actions on a transaction after it is posted to the database. Important! Because this workflow is completed after the posting routine is complete, make sure all necessary validations are done before posting. You cannot roll back a posted transaction. An example of an After Completion workflow type is a webhook that will generate calls to an email integration after a transaction is posted. This will then send an email alert to tell team members that their transaction file was posted successfully.
Active	Select Active to indicate that the workflow is active for the transaction posting. When selected, the configured actions are triggered before posting begins. Successful posting: No further action needed. Unsuccessful posting: The posting routine is stopped and an error message displays. To disable an event temporarily but not delete it, clear the Active option.
Description	Enter a description for the workflow.

Actions Grid

Grid Options

Use the Actions grid to create the actions for the workflows. After you specify an action, complete the fields on the dialog box that is displayed.

Use the Maximize, Export, and Filter grid toolbar options to work with grid data. For detailed information, see Grid Toolbar and Grid Actions.

Field	Description
Add Action	Select an action to add to the workflow, such as Stored Procedure or Webhook.
Options	The row options (vertical ellipsis) appear at the end of each workflow row. Click and select from the following: Copy: Highlight an action in the grid and click this option to create a new action that is based on the existing one you select. Delete: Highlight an action in the grid and click this option to remove it from the grid. To disable an action temporarily but not delete it, clear the Active option.

Field

Description

Set Action Order

The order in which the actions display in the grid determines the order in which they are executed. For example, the first grid row is the first action that is run. To change the order of the actions in a grid, drag and drop the grid rows individually until they are in the correct order. If an action fails to finish because of an error, subsequent actions with the same conditions are not executed.

Grid Fields

Field	Description
Action	This field displays the name of the selected action.
Active	Select this option to run the action when the workflow is triggered. To disable an action temporarily but not delete it, clear the Active option.
Description	Enter a description for the action.