Difference between revisions of "Inter-modules Workflow Module"

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There is no need of installing this module, as it is already included within Tactic services.  
There is no need of installing this module, as it is already included within Tactic services.  
= Setup =
= Setup =
For using this module the users need to enable it by using an administrator account. The menu options for activating this module are: '''Home –> Setup – > Module'''. The users then need to click on '''Activate'''. The modules will be activated after completing this step. The settings icon {{#fas:cog}} will be visible at the end of the module box, the users can click in that to access setup. Upon accessing the setup, the users need to activate the workflows that are required for enhancing their user experience.  
For using this module the users need to enable it by using an administrator account. The menu options for activating this module are: '''Home –> Setup – > Module'''. The users then need to click on '''Activate'''. The modules will be activated after completing this step. The settings icon {{#fas:cog}} will be visible at the end of the module box, the users can click in that to access further setup for this module to access the functionalities in a better way.




[[File:Workflow_1.PNG|center|link=]]
[[File:Workflow_1.PNG|center|link=]]

Latest revision as of 08:58, 21 November 2022

Introduction

Every activity completed by an organisation is associated with a specific flow. This is maintained in the virtual platform. In virtual platform the workflow is one of the most important factor that decides the next step for certain activities. This module allows the users to create some workflow links, which can be helpful in changing the status of objects, such as customer invoice, vendor invoice, commercial proposals, sales orders, purchase orders and more.

Installation

There is no need of installing this module, as it is already included within Tactic services.

Setup

For using this module the users need to enable it by using an administrator account. The menu options for activating this module are: Home –> Setup – > Module. The users then need to click on Activate. The modules will be activated after completing this step. The settings icon will be visible at the end of the module box, the users can click in that to access further setup for this module to access the functionalities in a better way.


Workflow 1.PNG