Creating Notification and Workflow Procedures
A workflow process is created by copying the events defined on a workflow process template (a workflow process template contains the standard events).
Workflow processes can be used for any multi-event process. While this section describes how to design workflow processes to support incoming and outgoing notifications, workflow processes can be used for other multi-step processes. For example, you can use a workflow process to manage the steps involved with the installation and inspection of backflow devices at a water service point.
The topics in this section describe how to design and setup the tables that control your notification and workflow processing.
For more information about notification and workflow processing, see The Big Picture Of Workflow Events and The Big Picture Of Notification Processing.
There are innumerable ways to design your notification and workflow procedures. Some designs will result in easy long-term maintenance, others will result in maintenance headaches. In this section, we provide information to help you understand the ramifications of the various options. Before you set up your production procedures, we encourage you to gain an intuitive understanding of these options by using the system to prototype the alternatives.