Custom Tag: cf_workcube_general_process


Pre-Description

Processes are one of the building blocks of Workcube. Almost all modules have their own processes and processes have stages. Stages trigger each other with simple or complex approval mechanisms.

According to the action (approval, rejection, etc.) taken at each stage, notifications are sent to the selected process contacts as Workflow record, SMS or e-mail.

Enterprises with high number of employees; processes, stages, and approval mechanisms are also very high in number, and this has revealed the need to manage stage actions collectively. 

Purpose of usage

Workcube General Process is used in cases where it is necessary to change the stages collectively on the list pages of the records containing the process and to send all the records selected as a result of this process to the process persons in a single package.

Workcube General Process can be used in 2 types

  1. On List Pages
     
    • It allows you to assign a single document number to all records selected from the list. ( General Settings > Document Number ( System Document Number ) )
    • TIt allows you to assign dates and descriptions to batch documents.
    • It makes it easy to print out the records selected from the list by choosing one of the printer templates connected to the module.
    • When you go to the batch document source page via Workflow, select the records in the batch document.
       
  2. In Query Files
     
    • Changes the phase of the selected recordings.
    • It runs the Workcube process and ensures that the Workflow notification is created as a single document record for the people in the process.

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