Create a Workflow Using the Get Numeric Field Value Task

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The Workflow is created based on the following scenario...

Mary sends an Invoice for Approval.

If the Invoice Amount is less than US $850 the Invoice will go to John for approval Else Mary is notified about the policy, i.e. Invoice Amount greater than US $850 will not be approved.

John receives the Invoice which meets the policy, i.e. Invoice Amount is less than US $850.

John sends document to Mary for Approval

If [Invoice Amount is less than 850]

    Then [Send document to John for approval]

Else

  [Notify Workflow Initiator i.e. Mary about the rejection]

End If

Notes:

1.To create a good workflow it is important to document the business process before designing the workflow in the workflow designer.
2.All instructions in the Create Workflows... and Examples sections of this help file assume that you have five users called Supervisor, Manager, John, Mary and Jack. It is highly recommended that you create these Globodox users. This will make it easier for you follow the instructions below.
 

To Create a Workflow using the Get Numeric Field Value Task:

1.In Globodox, select the Tools tab and click the Workflow Designer button. This will bring up the Workflow Designer window.
2.Click the New button to create a new workflow. The Designer pane and the Properties pane will now be activated.
3.In the Properties pane enter a name for the workflow in Name box. We will enter WorkflowForApproval.
4.You can also enter additional information about the workflow in the Description box. We will enter This workflow is used to approve the documents.
5.Enter the number of days in which this workflow should be completed in the Duration (in days) box. If the workflow is not completed in the given time it will be marked as Red in the Workflow monitor.
6.Drag the Get Numeric Field Value task from the Task pane and drop it on the <<Add Tasks here>> in the Designer pane.
7.The Get Numeric Field Value properties will now be displayed in the Task Properties pane.
a)Enter a name for the task in the Name box. We will enter GetInvoiceAmountValue.
b)Specify the field name whose value you want to know, in the Field Name box.
This should be in exactly the format below…
self.Invoice Amount
i.e. self.[FieldName]
The word self specifies that the field belongs to a document type.
If this field belonged to a Stack, then replace self with parent.
c)Enter the time in which this activity should be completed in the Duration (in hours) box. If the activity is not completed in the given time it will be marked as Red in the Users Inbox.
8.Click the Conditions And Loops bar at the bottom of the Task pane and drag the the If-Then-Else block and drop it on the Designer pane below the Get Field  Value task.
9.Select If block. Now, the Condition property will be displayed in the Task Properties pane.
10.Click the [...] box next to the Condition box to enter a condition. This will bring up the Condition window.
11.Enter a condition for the If block in this window. We will enter GetInvoiceAmountValue.Value < 850.
12.Click the OK button to save this condition.
13.Now, drag the Approve Documents task again from the Task pane and drop it on <<Add Tasks here>> below the Then block.
14.The Approve Documents properties will now be displayed in the Task Properties pane.
a)Select the users that are going to approve the documents by clicking the [...] button next to the Approvers box. Here, we will select John.
b)Enter the maximum number of users that are going to approve the documents in the Max Recipients box. Here, we will enter 1, as only 1 user will approve this document.
c)Enter the minimum number of approvals that are required to approve the document in the Min Responses box. Here, we will enter 1, as only 1 approval is required.
d)Enter the number of  approvals required for the document to be approved in the No of Approvals box. We will enter 1, as only 1 approval is required.
e)The Name box will have a pre-existing name generated by the Workflow Designer. We, will change the name to ApprovebyJohn.
f)Enter a subject for the task in the Subject box. We will enter Approve Documents.
g)Enter a short message to be sent to the users (Approvers) in the Message box. We will enter Approval required for the attached documents.
h)Enter the time in which this activity should be completed in the Duration (in hours) box. If the activity is not completed in the given time it will be marked as Red in the Users Inbox.
15.Drag the Send Message task from the Task pane and drop it on <<Add Tasks here>> below the Else block.
16.The Send Message properties will now be displayed in the Task Properties pane.
a)Enter a name for the Task in the Name box. We will enter NotifyMary.
b)Select the users that you want to notify by clicking the [...] button next to the Sender list box. We will select the Workflow Initiator user i.e. Mary.
c)Enter a subject for the notification in the Subject box. We will enter Rejected Documents
d)Enter a short message to be sent along with the documents in the Message box. We will enter The Invoice is rejected since the amount is greater than US $850.
e)Enter the time in which this activity should be completed in the Duration (in hours) box. If the activity is not completed in the given time it will be marked as Red in the Users Inbox.
17.Click the Save button to save the workflow.
18.Click the Publish button to publish the workflow to all the users. This workflow will now be available for the Globodox user from the Route option.

 

Notes:

To create more complex workflows see, the More Examples section.
 

Related Topics

Create a Workflow using the If-Then Else block
Create a Workflow using the If-Then Repeat Task block
Create a Workflow using the Do Task Repeat If block

 

 


Page URL: http://www.itaz.com/globodox/help/index.htm?create_workflow_using_get_field_value.htm