3
.. i18n: single: workflow
4
.. i18n: single: process
10
.. i18n: Configuring workflows and processes
11
.. i18n: ===================================
13
Configuring workflows and processes
14
===================================
16
.. i18n: Workflows represent the company's different document flows. They're completely configurable and
17
.. i18n: define the path that any individual Open ERP object (such as an order) must follow depending on the conditions
18
.. i18n: (for example an order over a certain value must be approved by a sales director, otherwise by any
19
.. i18n: sales person, before the delivery can be triggered).
21
Workflows represent the company's different document flows. They're completely configurable and
22
define the path that any individual Open ERP object (such as an order) must follow depending on the conditions
23
(for example an order over a certain value must be approved by a sales director, otherwise by any
24
sales person, before the delivery can be triggered).
26
.. i18n: The figure :ref:`fig-sflow` shows the standard workflow for an order. You can show it from the GTK client
27
.. i18n: starting with :menuselection:`Sales Management --> Sales Order --> All Sales Order`. Select an
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.. i18n: order, then go to the top menu :menuselection:`Plugins --> Execute a plugin --> Print Workflow` to
29
.. i18n: show the menu below.
31
The figure :ref:`fig-sflow` shows the standard workflow for an order. You can show it from the GTK client
32
starting with :menuselection:`Sales Management --> Sales Order --> All Sales Order`. Select an
33
order, then go to the top menu :menuselection:`Plugins --> Execute a plugin --> Print Workflow` to
36
.. i18n: In the web client you can reach a workflow from the associated cross-company process
37
.. i18n: (the process itself is reached by going to the sales document and then clicking the
38
.. i18n: :guilabel:`Process` button above it),
39
.. i18n: Chapter :ref:`ch-process` provides all of the information
40
.. i18n: needed to create and modify technical workflows and cross-company processes.
42
In the web client you can reach a workflow from the associated cross-company process
43
(the process itself is reached by going to the sales document and then clicking the
44
:guilabel:`Process` button above it),
45
Chapter :ref:`ch-process` provides all of the information
46
needed to create and modify technical workflows and cross-company processes.
48
.. i18n: .. _fig-sflow:
50
.. i18n: .. figure:: images/sales_workflow.png
52
.. i18n: :align: center
54
.. i18n: *Workflow for order SO005*
58
.. figure:: images/sales_workflow.png
62
*Workflow for order SO005*
65
.. i18n: single: workflow; role
68
single: workflow; role
70
.. i18n: Assigning roles
71
.. i18n: ---------------
76
.. i18n: Users can be linked to several roles specifying their duties in certain phases of different
77
.. i18n: workflows accompanying the various documents. For example, if a user has taken the role of services
78
.. i18n: manager he takes on the task of approving holiday requests from his staff. So his role will be
79
.. i18n: integrated in the holiday request workflow.
81
Users can be linked to several roles specifying their duties in certain phases of different
82
workflows accompanying the various documents. For example, if a user has taken the role of services
83
manager he takes on the task of approving holiday requests from his staff. So his role will be
84
integrated in the holiday request workflow.
86
.. i18n: Role definition is done in :menuselection:`Administration --> Users --> Roles Structure -->
87
.. i18n: Roles`, the same way you define groups, except that roles can be hierarchical: a parent role has the
88
.. i18n: same influence as all of its child roles (for example, the sales director would be able to do all of
89
.. i18n: the things that have been defined for a sales person, as well as anything defined specifically for
90
.. i18n: the sales director group, if the sales director has been made a parent of the sales group).
92
Role definition is done in :menuselection:`Administration --> Users --> Roles Structure -->
93
Roles`, the same way you define groups, except that roles can be hierarchical: a parent role has the
94
same influence as all of its child roles (for example, the sales director would be able to do all of
95
the things that have been defined for a sales person, as well as anything defined specifically for
96
the sales director group, if the sales director has been made a parent of the sales group).
98
.. i18n: Once the roles have been defined, you can add them into the workflow transitions using the
99
.. i18n: :guilabel:`Role` field. This means that users who have the required role can make the transitions in
100
.. i18n: the workflow, which enable them to pass from one activity to another (for example confirming an
101
.. i18n: order or an invoice).
103
Once the roles have been defined, you can add them into the workflow transitions using the
104
:guilabel:`Role` field. This means that users who have the required role can make the transitions in
105
the workflow, which enable them to pass from one activity to another (for example confirming an
106
order or an invoice).
108
.. i18n: .. Copyright © Open Object Press. All rights reserved.
110
.. Copyright © Open Object Press. All rights reserved.
112
.. i18n: .. You may take electronic copy of this publication and distribute it if you don't
113
.. i18n: .. change the content. You can also print a copy to be read by yourself only.
115
.. You may take electronic copy of this publication and distribute it if you don't
116
.. change the content. You can also print a copy to be read by yourself only.
118
.. i18n: .. We have contracts with different publishers in different countries to sell and
119
.. i18n: .. distribute paper or electronic based versions of this book (translated or not)
120
.. i18n: .. in bookstores. This helps to distribute and promote the Open ERP product. It
121
.. i18n: .. also helps us to create incentives to pay contributors and authors using author
122
.. i18n: .. rights of these sales.
124
.. We have contracts with different publishers in different countries to sell and
125
.. distribute paper or electronic based versions of this book (translated or not)
126
.. in bookstores. This helps to distribute and promote the Open ERP product. It
127
.. also helps us to create incentives to pay contributors and authors using author
128
.. rights of these sales.
130
.. i18n: .. Due to this, grants to translate, modify or sell this book are strictly
131
.. i18n: .. forbidden, unless Tiny SPRL (representing Open Object Press) gives you a
132
.. i18n: .. written authorisation for this.
134
.. Due to this, grants to translate, modify or sell this book are strictly
135
.. forbidden, unless Tiny SPRL (representing Open Object Press) gives you a
136
.. written authorisation for this.
138
.. i18n: .. Many of the designations used by manufacturers and suppliers to distinguish their
139
.. i18n: .. products are claimed as trademarks. Where those designations appear in this book,
140
.. i18n: .. and Open Object Press was aware of a trademark claim, the designations have been
141
.. i18n: .. printed in initial capitals.
143
.. Many of the designations used by manufacturers and suppliers to distinguish their
144
.. products are claimed as trademarks. Where those designations appear in this book,
145
.. and Open Object Press was aware of a trademark claim, the designations have been
146
.. printed in initial capitals.
148
.. i18n: .. While every precaution has been taken in the preparation of this book, the publisher
149
.. i18n: .. and the authors assume no responsibility for errors or omissions, or for damages
150
.. i18n: .. resulting from the use of the information contained herein.
152
.. While every precaution has been taken in the preparation of this book, the publisher
153
.. and the authors assume no responsibility for errors or omissions, or for damages
154
.. resulting from the use of the information contained herein.
156
.. i18n: .. Published by Open Object Press, Grand Rosière, Belgium
158
.. Published by Open Object Press, Grand Rosière, Belgium