IFS workflows are designed to automate business processes within IFS Cloud software.
Basics:
- A workflow is essentially a sequence of automated steps triggered by a specific event. These events can be user actions or system activities.
Types of workflows:
There are two main categories:
- User Interaction Workflows: These come into play when a user performs an action that requires additional information. The workflow prompts the user for this data, which can then be used to make decisions within the process or trigger other actions.
- Validation Workflows: These run behind the scenes to automatically validate data or perform actions based on predefined rules. They can be triggered by various events, such as creating, reading, updating, or deleting data within the system.
Setting up:
Basic steps involved in creating and deploying a workflow:
- Design the workflow:
This involves defining the sequence of steps and any decision points (gateways) based on your business logic. - Deploy the workflow:
Once designed, the workflow needs to be deployed within IFS Cloud. - Configure the trigger: You need to specify the event that will initiate the workflow.
This can be:- a user action
- a system event
- another workflow.
Benefits with workflows:
- Increased Efficiency: Automating repetitive tasks saves time and frees up employees to focus on more strategic work.
- Improved Accuracy: Reduced manual intervention minimizes errors and ensures consistent process execution.
- Enhanced Visibility: Workflows provide a clear picture of the business process, making it easier to track progress and identify bottlenecks.