3
.. i18n: single: workflow
4
.. i18n: single: process
11
.. i18n: Configuring workflows and processes
12
.. i18n: ===================================
15
Configuring workflows and processes
16
===================================
18
.. i18n: Workflows represent the company's different document flows. They're completely configurable and
19
.. i18n: define the path that any individual Open ERP object (such as an order) must follow depending on the conditions
20
.. i18n: (for example an order over a certain value must be approved by a sales director, otherwise by any
21
.. i18n: sales person, before the delivery can be triggered).
24
Workflows represent the company's different document flows. They're completely configurable and
25
define the path that any individual Open ERP object (such as an order) must follow depending on the conditions
26
(for example an order over a certain value must be approved by a sales director, otherwise by any
27
sales person, before the delivery can be triggered).
29
.. i18n: The figure :ref:`fig-sflow` shows the standard workflow for an order. You can show it from the GTK client
30
.. i18n: starting with :menuselection:`Sales Management --> Sales Order --> All Sales Order`. Select an
31
.. i18n: order, then go to the top menu :menuselection:`Plugins --> Execute a plugin --> Print Workflow` to
32
.. i18n: show the menu below.
35
The figure :ref:`fig-sflow` shows the standard workflow for an order. You can show it from the GTK client
36
starting with :menuselection:`Sales Management --> Sales Order --> All Sales Order`. Select an
37
order, then go to the top menu :menuselection:`Plugins --> Execute a plugin --> Print Workflow` to
40
.. i18n: In the web client you can reach a workflow from the associated cross-company process
41
.. i18n: (the process itself is reached by going to the sales document and then clicking the
42
.. i18n: :guilabel:`Process` button above it),
43
.. i18n: Chapter :ref:`ch-process` provides all of the information
44
.. i18n: needed to create and modify technical workflows and cross-company processes.
47
In the web client you can reach a workflow from the associated cross-company process
48
(the process itself is reached by going to the sales document and then clicking the
49
:guilabel:`Process` button above it),
50
Chapter :ref:`ch-process` provides all of the information
51
needed to create and modify technical workflows and cross-company processes.
53
.. i18n: .. _fig-sflow:
55
.. i18n: .. figure:: images/sales_workflow.png
57
.. i18n: :align: center
59
.. i18n: *Workflow for order SO005*
64
.. figure:: images/sales_workflow.png
68
*Workflow for order SO005*
71
.. i18n: single: workflow; role
75
single: workflow; role
77
.. i18n: Assigning roles
78
.. i18n: ---------------
84
.. i18n: Users can be linked to several roles specifying their duties in certain phases of different
85
.. i18n: workflows accompanying the various documents. For example, if a user has taken the role of services
86
.. i18n: manager he takes on the task of approving holiday requests from his staff. So his role will be
87
.. i18n: integrated in the holiday request workflow.
90
Users can be linked to several roles specifying their duties in certain phases of different
91
workflows accompanying the various documents. For example, if a user has taken the role of services
92
manager he takes on the task of approving holiday requests from his staff. So his role will be
93
integrated in the holiday request workflow.
95
.. i18n: Role definition is done in :menuselection:`Administration --> Users --> Roles Structure -->
96
.. i18n: Roles`, the same way you define groups, except that roles can be hierarchical: a parent role has the
97
.. i18n: same influence as all of its child roles (for example, the sales director would be able to do all of
98
.. i18n: the things that have been defined for a sales person, as well as anything defined specifically for
99
.. i18n: the sales director group, if the sales director has been made a parent of the sales group).
102
Role definition is done in :menuselection:`Administration --> Users --> Roles Structure -->
103
Roles`, the same way you define groups, except that roles can be hierarchical: a parent role has the
104
same influence as all of its child roles (for example, the sales director would be able to do all of
105
the things that have been defined for a sales person, as well as anything defined specifically for
106
the sales director group, if the sales director has been made a parent of the sales group).
108
.. i18n: Once the roles have been defined, you can add them into the workflow transitions using the
109
.. i18n: :guilabel:`Role` field. This means that users who have the required role can make the transitions in
110
.. i18n: the workflow, which enable them to pass from one activity to another (for example confirming an
111
.. i18n: order or an invoice).
114
Once the roles have been defined, you can add them into the workflow transitions using the
115
:guilabel:`Role` field. This means that users who have the required role can make the transitions in
116
the workflow, which enable them to pass from one activity to another (for example confirming an
117
order or an invoice).
119
.. i18n: .. Copyright © Open Object Press. All rights reserved.
122
.. Copyright © Open Object Press. All rights reserved.
124
.. i18n: .. You may take electronic copy of this publication and distribute it if you don't
125
.. i18n: .. change the content. You can also print a copy to be read by yourself only.
128
.. You may take electronic copy of this publication and distribute it if you don't
129
.. change the content. You can also print a copy to be read by yourself only.
131
.. i18n: .. We have contracts with different publishers in different countries to sell and
132
.. i18n: .. distribute paper or electronic based versions of this book (translated or not)
133
.. i18n: .. in bookstores. This helps to distribute and promote the OpenERP product. It
134
.. i18n: .. also helps us to create incentives to pay contributors and authors using author
135
.. i18n: .. rights of these sales.
138
.. We have contracts with different publishers in different countries to sell and
139
.. distribute paper or electronic based versions of this book (translated or not)
140
.. in bookstores. This helps to distribute and promote the OpenERP product. It
141
.. also helps us to create incentives to pay contributors and authors using author
142
.. rights of these sales.
144
.. i18n: .. Due to this, grants to translate, modify or sell this book are strictly
145
.. i18n: .. forbidden, unless Tiny SPRL (representing Open Object Press) gives you a
146
.. i18n: .. written authorisation for this.
149
.. Due to this, grants to translate, modify or sell this book are strictly
150
.. forbidden, unless Tiny SPRL (representing Open Object Press) gives you a
151
.. written authorisation for this.
153
.. i18n: .. Many of the designations used by manufacturers and suppliers to distinguish their
154
.. i18n: .. products are claimed as trademarks. Where those designations appear in this book,
155
.. i18n: .. and Open Object Press was aware of a trademark claim, the designations have been
156
.. i18n: .. printed in initial capitals.
159
.. Many of the designations used by manufacturers and suppliers to distinguish their
160
.. products are claimed as trademarks. Where those designations appear in this book,
161
.. and Open Object Press was aware of a trademark claim, the designations have been
162
.. printed in initial capitals.
164
.. i18n: .. While every precaution has been taken in the preparation of this book, the publisher
165
.. i18n: .. and the authors assume no responsibility for errors or omissions, or for damages
166
.. i18n: .. resulting from the use of the information contained herein.
169
.. While every precaution has been taken in the preparation of this book, the publisher
170
.. and the authors assume no responsibility for errors or omissions, or for damages
171
.. resulting from the use of the information contained herein.
173
.. i18n: .. Published by Open Object Press, Grand Rosière, Belgium
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.. Published by Open Object Press, Grand Rosière, Belgium