I am working on Ax2012 workflow. I need to know about the table in data dictionary where all the information of configuration of the workflow stores. I know I have to trace many tables to get all the information i.e users , Final Approver , Comments , Description, User whom which workflow are assigned , Workflow Steps , Sequences of the workflowItems etc. I need to know tables from which I can get this Information.
I need all the information of the workflow.
Workflow Assigned to the users.
Comments when workflow Submitted
Comments when some accept the workflow
Workflow Descriptions
Workflow last Approval
User Who submit the workflow
All the paths in the workflow of the configuration
like
1st path(Start---->condition------>True Condition approval)
2nd path(Start---->condition------>false condition approval)
Thanks For helping me out.
Here is the Tutorial of getting all possible paths of workflow configuration
https://github.com/SohaibAnwaar/Ax-2012-Tutorials/tree/master/AX/july/18%20July
Tutorial of getting all the information related to the workflow in the form
https://github.com/SohaibAnwaar/Ax-2012-Tutorials/tree/master/AX/july/13%20july
Details of the Workflow
Related
I would like to trigger a workflow resetting a sum on all contacts every 1st January of the year. The workflow is implemented. It could be triggered on the specific date or even everyday, because the date is verified in the workflow before resetting.
How can i run it on every contact?
Hello and welcome to Stackoverflow, the answer to your question is as the following:
You need to create a Rest API outbound webhook in your Bitrix account with "CRM" & "Business Process" permissions.
You will write down a PHP code that will be executed on the exact date/time of you choice
The PHP script will do 2 process:
Will retrieve all the contacts that you have on your Bitrix account and store them into a string value.
It will run that Business process and pass the list of all the found contacts, and inside your Business process you're going to set it up in a way that it will run the required actions on every contact from eh contacts IDs passed by the first step.
The PHP script can be hosted in a webhosting or even on your local machine since it's once a year.
This is only the concept of the solution, I can't share the script code because I don't have it at the moments, please contact me if you faces problems.
I'm looking for suggestions for a tool/platform that can help in capturing form and file attachment data from external sales agents. I currently use Google Forms and a plugin to enable sending email notifications to specific contacts, but the hope is to create something more advanced where people providing the data can login to submit data and make updates to the records. The platform should also enable approval workflows with email notifications to ensure the incoming data meets requirements.
Here is a description of the desired process:
Agent logs in to the platform
Agent submits data (and optional file attachments) into the system using a form
Upon submission, the system triggers a review task and sends an email notification to a reviewer
If the reviewer deems the information invalid/incomplete, they will
reject it, with comment, and the system will
automatically send the information back to the agent while copying
their manager. Record status will be updated automatically.
If the reviewer deems the information invalid, they will approve it, with or without
comment, and the system will automatically send the information back to the agent while copying
their manager and project administrator. Record status will be updated automatically.
Additional requirements:
Contacts for email notifications will vary by agent and they should be determined by identification items on the user/agent profile
Agents need to be able to update records but a new review task will be triggered once an update is submitted
The system should have functionality for searching the record fields
An agent should see their own data and data submitted by others in the same agency, but not the data submitted by agents outside their agency
I should be able to see the full list of submissions and version history of the records
Approximate scale: 100-150 agencies, 1000-1500 agents
So far, I've thought of using a list within SharePoint Online combined with Microsoft Flow, but I'm not sure it would enable all the desired functionality. I'd be interested in your thoughts about that setup as well as others that you think could work and/or have found successful. Even if your solution does not tick all the boxes, I'd be interested to know about it.
Thanks a lot for your help!
JP
I'm new to ServiceNow and followed this tutorial Workflow for Servicenow Incidents to create a simple workflow for an approval request.
The steps that I took on studio of my developer instance:
Created an application "ServiceNowApp"
Created a table "Order"
Created a field "Status"
Created a workflow as described on tutorial
My intention is to trigger the workflow by the creation of a new record on Order table and change the Status field based on the decision of the responsable user.
Any advice is welcome to accomplish the goal
Thank you
When you create the Order table, make sure it extends the Task table. This will allow you to add an approval to it.
Based on that post you should be able to follow things as you build it out in the same manner, just select your Order table.
You can do it using core activities Approval - User and Set Values in your workflow.
(Your Order table doesn't need to extend Task table.)
Approval - User creates an approval record for the responsible user and the user can open the record to approve/reject it in the My Approvals menu.
Set Values sets Status field to any value.
Your workflow would look like below:
You can add the trigger conditions on the workflow itself while creating the workflow.
You can also choose the table and then choose any status field you want to act on the requests.
Below is the snapshot which might help you understand the concept.
Let me know if you need any help.
Regards,
Ishaan
I have configured the workflow for a particular user group(author), who can only initiate the workflow, rest of the workflow steps should not be shown to user. In the current scenario if I am giving user to execute the workflow then all the process steps are showing in his page. I want to restrict the author to perform other process steps, they should only initiate the request only.
Please provide more information in the user group privileges so that I can allow or deny these rights to particular user.
thanks in advance
To restrict access for users from this group to all steps (except triggering workflow), these steps should be assigned to other participant (like administrators group).
You can assign the steps to the wf initiator or you can use other participant selector and there you can specify the assignee of the workflow. This way you can define which groups have access to the dialog.
I was just checking for the feasibility for workflows on Incidents and found this post.
It seems it is possible to have workflows on incidents.
I just need to know is there any proper way to do it..I am kind of new bee to Servicenow. anyone share the experience and how can I achieve this.
For instance, a simple approval workflow on the Incident..
Thanks in advance Chitra
A few basic changes can get this going, since the Incident table has the Approval fields and such associated to it.
Alter the Incident form
Go to an Incident
Configure (Fuji) or Personalize (Eureka) the following
Form Layout > Add the Approval field
Related Lists > Add the Approvers list
Create workflow for approval
Next you want a workflow to run when an Incident is created.
Go to the Workflow Editor
Create a new workflow with the following
Name: Incident - Approval
Table: Incident [incident]
Activity pinning: Set by activity
If condition matches: Run the workflow
Condition: Leave blank
Leaving the Condition blank will cause it to run on creation of an Incident.
Fill out workflow
Add the following activities
Approval Action
Name: Set Requested
Action: Mark task as requested
Approval Group
Name: Wait for Approval
Groups: Select the group who will approve all Incidents, such as the Help Desk. Important: This group must have group members or this will automatically be approved.
Leave the rest as default
Approval Action
Name: Incident Approved
Action: Mark task approved
After creating this, connect the Approved node from the Wait for Approval action you just made to this activity. Also connect the Always node to the End Activity
Approval Action
Name: Incident Rejected
Action: Mark task rejected
Like above, connect the Rejected node from the Wait for Approval action you just made to this activity and connect the Always node to the End Activity
Test the workflow
Finally you can test this by Publishing this workflow and creating an Incident.
Publish your workflow
Create a new Incident and open it
Note the Approval field should say Approval requested
Under the Approvals Related List, you should see a list of all users inside of the group you set within the Wait for Approval Activity
If any user in this list Approves it, the Approval field will change to Approved
If any user in this list Rejects it, the Approval field will change to Rejected
I've put in a sample picture below, but this is a very basic workflow. It can get more complex as your needs change or are different. Hopefully this gets you on your way to a start.