Workflow

Introduction

This module allows you to install some workflow links to have automatic object creation. for example, when closing a commercial proposal with status “signed”, this module will can automatically an order.

Installation

This module is included with the Werpos distribution, so there is no need to install it.

Setup

To use this module, you must first enable it using an administrator account, via the menu option “Home – Setup – Modules“.

Choose the tab where the module is listed. Then click on “Activate“.

The module is now activated.

If an icon appears at end of the line for the module, click on it to access the setup page specific to the module.

Life cycle / Business rules

This module show only available workflows according to activated modules.