Set Up a Workflow
Before a notification is sent for an event, you must create a workflow that triggers the notification when an event occurs. Without the workflow, a notification will not be sent.
To set up the workflow
Choose
, enter workflows, and then choose the related link.The Workflows page opens.
On the action bar, choose New > New.
The Workflow page opens.
To create the workflow from a workflow template, on the Workflows page, on the action bar, choose Actions > New > New Workflow from Template. For more information, see How to: Create Workflows from Workflow Templates.
In the Code field, enter a code to represent the workflow.
In the Description field, enter a description.
In the Category field, specify to which category the workflow belongs.
On the Workflow Steps, for each workflow step that you want to set up, perform the following steps:
In the When Event field, specify the event that must occur to start the workflow step.
Note: The selected event must be the same as the one that you defined for the one or more users on the Gen. Email Notification Setup page.
In the On Condition field, specify one or more conditions that must be met before the event in the When Event field can occur.
When you select the On Condition field, the Event Conditions page opens. On the the Event Conditions page, you can choose from a list of filter fields that are relevant as conditions for the event in question. You can add filter fields that you want to use as event conditions. You can also set event condition filters just as you set filters on report request pages.
To specify a field change for an event, perform the following steps:
On the Event Conditions page, select Add a condition for when a field value changes.
If the workflow event is the change of a specific field on a record, the Event Conditions page opens with options to select the field and the type of change.
The page refreshes and displays more fields.
In the Field field, select the field that changes.
In the is field, select Decreased, Increased, or Changed.
To close the Event Conditions page, choose OK.
To specify the response that will follow when the workflow event occurs, perform the following steps:
On the Workflow page, in the Then Response field, select Select Response.
The Workflow Responses page opens.
On the Workflow Responses page, you can you select from all workflow responses that exist and set response options for the selected response.
In the Select Response field, choose Send general email notification.
The general email notification is based on the Notification Email report (1320).
(Optional) In the Link Target Page field, specify another page in JustFood that the link in the notification opens instead of the default page.
(Optional) In the Custom Link field, specify the URL of a link that is added to the notification in addition to the link to page in JustFood.
To close the Workflow Responses page, choose OK.
On the Workflow Steps, to indent the event name in the When Event field to define the step’s position in the workflow, choose Manage > Increase Indent and Decrease Indent.
You can indicate that the step is the next step in the workflow sequence by indenting the event name under the event name of the previous step.
You can indicate that the step is one of more alternative steps that may start depending on the steps condition by placing the event name at the same indentation as the other alternative steps. Order such optional steps according to priority by placing the most important step first.
To specify that the workflow is to start as soon as the event on the first step of type Entry Point occurs, turn on Enabled. For more information, see Using Workflows.
Tip
Do not enable a workflow until you are sure that the workflow is completed and that the involved workflow steps can start.