Use the Workflow Configuration page to turn workflow types on or off, configure global workflow settings, set up email notification templates, and manage email task scheduler options for the workflow system. This page is the central administration point for controlling which workflows are active and how they behave across the system.
Menu path
From the System Administration menu, select Administration. From the Profiles menu, select Workflow Configuration Profile.
Configure the Workflow Configuration Profile
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From the left navigation pane, select Advanced Workflow Configuration.
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On the Advanced Workflow Settings tab, verify that the Enable Advanced Workflows option is selected.
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Select the Purchase Order option to enable Purchase Orders workflow processing.
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Select Apply.
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From the left navigation pane, select Global Settings.
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Configure the following global workflow settings if not already done:
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Company Name
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Email Server
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Workflow Admin Email Address
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Web Server
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Application Server
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Select Apply.
The following options must be selected for the Purchase Order Advanced Workflow to function:
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Enable Advanced Workflows
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Purchase Order
Configure Notification Settings
Use the Notification Settings tab to configure email notifications and reminders for each enabled workflow type.
Purpose
The tab controls two key notification mechanisms for workflow approvals:
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Alternate Approver Notifications:
Whether and when alternate approvers receive approval requests and emails. -
Reminder Emails:
Whether periodic reminder emails are sent to both primary and alternate approvers for pending approvals.
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From the left navigation pane, select Advanced Workflow Configuration.
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Select the Notification Settings tab.
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Refer to the Field descriptions and configure the fields in the Purchase Order row.
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Select Apply.
Field descriptions
The following table describes the fields on the Notification Settings tab.
|
Field |
Description |
|---|---|
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Notify Alternates |
Indicates whether approval requests and emails are sent to alternate approvers in addition to primary approvers. |
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Notify After |
The time value in DD:HH:MM format. Controls how long after the primary approver receives the request that alternates receive theirs. Retain the 00:00:00 value for simultaneous notification. The maximum is 30 days, 23 hours, 59 minutes. |
|
Reminder |
Indicates whether periodic reminder emails are generated for pending approvals (applies to both primary and alternate approvers). |
|
Reminder Frequency |
The time value in DD:HH:MM format. Sets the interval between reminder emails. The minimum is three hours. The maximum is 30 days, 23 hours, 59 minutes. |
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End After (Days) |
The number of days after which reminder emails stop being sent. The maximum is 180 days. Must be greater than the days portion of the Reminder Frequency. |