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How do I access the workflow editor

By
Kha Bou
on 6/17/13, 1:26 PM 1,983 views

Hi

I'm in the trial, but I don't find the visual workflow editor. where can I find it ?

2

ClueLogics Technologies Pvt. Ltd.

--ClueLogics Technologies Pvt. Ltd.--
6143
| 6 5 8
Delhi NCR, India
--ClueLogics Technologies Pvt. Ltd.--

 ClueLogics Technologies Pvt Ltd is a Software product and services provider. We are positioned to deliver robust, rapid and reliable Information Technology solutions that work. What we succeed upon is Technology and Technical Expertise. The industry review of ClueLogics has been commendable for the past years as most of its business comes from repeat orders by highly satisfied clients.

ClueLogics Technologies Pvt. Ltd.
On 6/18/13, 3:25 AM

Hi

Through

      ` settings ---> technical ----> workflow `

there are all the stuff required for workflow ,

0
dave ellis
On 6/17/13, 1:56 PM

Hi,

Not sure if you need to go to settings>users>look for "technical" tick box and tick it. Then go to about, select developer mode.

I am not 100% sure if you need to do the above "technical" step to get access to the workflow, from the module. However, say for example you wanted to go to edit the sales order workflow, go into the sales order screen. Click on the drop down menu near the title "sales order". Where is says "debug view", click on the drop down and select edit workflow. Printing (next option down) is also useful whilst editing it. In the list view that appears next, select the workflow you want to change. You will be in the list view, to make it easier to follow. On the top right, there is a view type, change from list to diagram. From there edit/add your steps.

If you get stuck, add a comment and I will try to help you.

It is better to write the own module. If you edit workflow in "view mode" it will be lost by next upgrade

Prakse, Paweł Kostrzewa
on 6/18/13, 7:19 PM

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Asked: 6/17/13, 1:26 PM
Seen: 1983 times
Last updated: 3/16/15, 8:10 AM