Workflow

1. Traditional workflow as described below. I typically do not use this option because it is to rigid and cumbersome. The real world needs a much more fluid and user friendly option.
2. Request - This is the option I use 90% of the time. Most people know what group/role or what person they need for approval/action.
3. Queue based workflow - where the natural process of acting performing a task naturally puts a record into the queue of the next worker. This is made possible because iDempiere can expose the results of a database view in a window. A given window can be defined to show all records requiring a given step. Pick queues in fulfillment work like this. A sales person completes the order of a stocked item. The completed order automatically gets picked up in a queue by a database view as being ready for pick. Once the item is picked, the next pack queue see the record, etc...
4. Project and Project Manufacturing - you can use the Project window => Phase subtab => Project Line architecture to group actions into logical phases that can be implemented in serial or parallel.
5. External workflow - dedicated workflow tools like Camunda can help you orchestrate complex tasks and navigate complete decision tree. While I have not implemented Camunda with iDempiere. The concept is very appealing. This is especially true for shop floor manufacturing where you bill of material counts are lower; however, your routes are intensely complicated.
6. Kanban board - graphically layout tasks, processes, progressions

2014-11-06 Using Workflow to Create an Approval Process for Physical Inventory

• Introduction
• How to create approval process for Material Receipt, Shipment (Customer), Inventory Move
• 0:01:45 Demonstration of what I created for approving a Physical Inventory
• 0:03:30 Why I did not use the existing isApproved field as a Workflow=>Node=>Document Action of "User Choice".
• 0:06:30 How to create the two new columns on the Physical Inventory window.
• 0:07:45 Modify the existing workflow using the Workflow Editor
  • 0:09:00 Review the DocPrepare transitions
• I created a 2Pack to install this enhancement to help you implement this enhancement for yourself.

2014-12-30 Workflow Email

• Configure email at the GW Client
• Workflow -> Process_xxx (example: Process_Order)
• Add “email” node
• Add transition from DocPrepare to email
• Test... (not for POS Sales Order)

• Debug starting with MWFActivity.performWork()