Workflows and the Screen Designer

The Workflow feature in Screen Designer allows you to add a workflow button to a tab.

When you add a workflow button, users can initiate a Scheduled Workflow for a particular Info Center record, or a Web Service Workflow for a particular project plan or expense report.

When you click the workflow button you created, Vision initiates the workflow for that record. For example, assume you create a Scheduled Workflow called Validate Address, which has a Web service action that validates a contact’s address through a mapping web site. Then, when a user enters a contact’s address, the user clicks a button to start that workflow process and validate the address.

Only those workflows associated with the particular application display in the Workflow field in the Screen Designer.

You do not need to schedule a Scheduled Workflow to make it work when you click a workflow button.

The Workflow Screen Designer feature does not apply to the Activities Manager.

How the Workflow Button Works

• After a user clicks a created workflow button, Vision displays a message in the status bar to indicate that the workflow has started. The user can continue to work in Vision while the workflow is processed.

• The record must still satisfy the conditions of the workflow. If the workflow does not meet the workflow conditions for that record, Vision displays an error message to inform the user.

• You must save changes to the record before you initiate the workflow. If you do not, Vision displays a message to say that you must save your changes.

• If the workflow no longer exists, Vision displays an error message.