Workflow Automation
25 guides in this area.
Guide types: How-to for a task, Business process for an end-to-end flow, Page reference for screen detail, Data reference for stored fields, and Troubleshooting for recovery steps.
BSuit ERP (25)
Masters (6)
- AssignmentsPartially reviewed5 fields. Link workflow templates to record types
- Automation ActionsPartially reviewed8 fields, 1 reference. Fire an HTTP call, email, or integration flow automatically when a template resolves
- DelegationsPartially reviewed6 fields, 2 reference. Out-of-office / substitute approvers — covered approvals also surface in the delegate
- InstancesPartially reviewed3 fields, 2 reference. Track all workflow executions and their status
- Rule SetsPartially reviewed6 fields. Reusable conditions & decision tables referenced by workflow branches
- TemplatesPartially reviewed8 fields. Configure approval workflow templates
Reports (1)
- Workflow AnalyticsPartially reviewedBottleneck detection — where in-progress work is piling up
Details and forms (2)
- Slug detailsPartially reviewedReference for Slug details in Workflow Automation.
- titlePartially reviewedloading
Other pages (4)
- Action WorkflowsPartially reviewedAttach an approval workflow to each module action. Unassigned actions post/proceed immediately.
- Deleted Workflow LogsPartially reviewedRecover accidentally deleted workflow instances
- Saga MonitorPartially reviewedCross-module saga state, compensation history, and failure drill-down
- Workflow AutomationPartially reviewedReference for Workflow Automation in Workflow Automation.
Articles and how-tos (2)
- Workflow automation: templates, assignments, approvals and monitoringPartially reviewedDesign approval templates, attach them to record types and actions, work the approval inbox, delegate, automate follow-up actions and monitor bottlenecks.
- Getting started with Workflow AutomationPartially reviewedDesign approval workflows, delegate authority, and monitor sagas and automation actions.
Data reference (10)
- WorkflowAction — data referencePartially reviewed15 fields, 2 reference. All 15 fields BSuit stores for WorkflowAction (Workflow Automation), with the record types they refer to.
- WorkflowAutomationAction — data referencePartially reviewed15 fields. All 15 fields BSuit stores for WorkflowAutomationAction (Workflow Automation), with the record types they refer to.
- WorkflowDelegation — data referencePartially reviewed11 fields, 1 reference. All 11 fields BSuit stores for WorkflowDelegation (Workflow Automation), with the record types they refer to.
- WorkflowInstance — data referencePartially reviewed23 fields, 3 reference. All 23 fields BSuit stores for WorkflowInstance (Workflow Automation), with the record types they refer to.
- WorkflowInstanceStep — data referencePartially reviewed37 fields, 3 reference. All 37 fields BSuit stores for WorkflowInstanceStep (Workflow Automation), with the record types they refer to.
- WorkflowRecordType — data referencePartially reviewed12 fields, 3 reference. All 12 fields BSuit stores for WorkflowRecordType (Workflow Automation), with the record types they refer to.
- WorkflowRuleSet — data referencePartially reviewed10 fields. All 10 fields BSuit stores for WorkflowRuleSet (Workflow Automation), with the record types they refer to.
- WorkflowStep — data referencePartially reviewed34 fields, 2 reference. All 34 fields BSuit stores for WorkflowStep (Workflow Automation), with the record types they refer to.
- WorkflowStepDelegation — data referencePartially reviewed14 fields, 3 reference. All 14 fields BSuit stores for WorkflowStepDelegation (Workflow Automation), with the record types they refer to.
- WorkflowTemplate — data referencePartially reviewed16 fields. All 16 fields BSuit stores for WorkflowTemplate (Workflow Automation), with the record types they refer to.