Overview
So far user can view all the workflow activities required user interaction on home page and have to take action (approve or forward) one at a time. Now in Framework Version <3.5.20.0>, system provides an option to approve and forward multiple workflow activity at the same time.
Enhancement 1
In the new update, if user wants to perform action on multiple workflow activities, then user has to choose window from drop down (In dropdown, system will only show windows related to pending workflow activities). Now in drop down, windows are displayed along with node name and may be same window will show with multiple different node name if same workflow have multiple node which required user interaction and related workflow activities interaction pending.
Whenever user select an item from dropdown, related workflow activities will be displayed along with a checkbox to select multiple activities at a time. There is another checkbox labeled "Select All" show above all workflow activities. User can click this checkbox to select or unselect all the activities at a time and take action.
If more than one activity is selected then on right panel where activity details are displayed, only common information of all activities such as node Name, Description, Action and message field will be displayed.
Note: Zoom Button will hide in this case.
If user has taken the action against all the activities of selected window(and node), then that window(and node)will be removed from dropdown.
Enhancement 2
Introduced Customized information template on node and change suspended node message
Add feature to send user's comments as notification to other users
Introduced Customized information template on node
During execution of the workflow if any Node is in suspended state. Which requires human interaction will show on the home page at workflow activity panel under the responsible user account. Initially user was not having the option to customize that information.
New field "Text Template" introduce on "Node" tab of "Workflow" window. This field will allow user to customize "Workflow Activities" notification section. Data on this field will come from "Text Template" window.
1.1 "Text Template" not bind approval node
In this case data shows on workflow activity depend on the table linked with respective workflow. Following columns value will be shown on respective workflow activity if particular columns exist in the table.
DocumentNo or Value. If both columns exists then Document No / Value.
Name
If SalesRep_ID exist on table and value is not null then Name 'of that sales representative' will be picked.
If AD_User_ID exist on table and value is not null then Name from AD_User_ID will be picked. If SalesRep_ID and AD_User_ID both exist, preference will be given to SalesRep_ID.
If C_BPartner_ID found on table then show related Business partner name.
Priority will be picked from workflow header.
Below is the screenshot of sales order approval, when "Text Template " not bind:
1.2 "Text Template" bind on Approval Node
In this case data shows on workflow activity depend on the template bind on approval node.
Below are the steps to create template. Search and open "Text Template" window from menu, Below is the screenshot of window.
Enter the Name and Subject for template.
Enter the column name that you want to see on workflow activity.
HTML checkbox has no use while using this template in workflow.
<br> will use to show column in next row.
If "Column" mentioned between two @ sign present on particular table than it will pick its value. Text outside the @sign will show as it is.
Sample text is mentioned below:
Document No: @DocumentNo@<br>
Customer Name: @C_BPartner_ID@<br>
Date Ordered: @DateOrdered@<br>
Grand Total: @GrandTotal@<br>
Below is the screenshot of sales order approval, when above template bind:
Template text will only consider single space, below is the sample template text and its result
At the time of workflow approval system use to show message (Suspend) only, now same message will suffix by "For" and "Node Name" e.g. Suspended for manger Approval.
Add feature to send User's comments as notification to other users
Introduce new checkbox and field "Notify Previous Transition Message" and "Notify Node". These option will be visible when "Action" field has value FaxEMail, EMail+FaxEMail+Notice and EMail.
Notify Previous Transition Message: This checkbox send the notification either in mail, notice or both.
Notify Node: This field send the notification of all selected node either in mail or notice.