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Procedure documentationStarting Workflow Instances and Visualizing the Process of the Instances Locate this document in the navigation structure

 

A workflow instance is an actual occurrence of a series of business tasks or events that follows a certain workflow template. You can start and visualize instances for different business types by using previously defined workflow templates.

Prerequisites

  • You have the authorization to access the Workflow Instance window.

  • You have the authorization for at least one workflow template.

Procedure

  1. From the SAP Business One Main Menu, choose   Administration   Workflow   Workflow Instance  . The Workflow Instance window appears.

  2. From the Workflow Template dropdown list, select a workflow template on which the instance is based.

  3. The visualization pane displays the image of the selected workflow template.

  4. Choose the Action pushbutton, and choose Start. A new workflow instance starts.

More Information

Workflow Instance Window