Workflow
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Application Support Point

Workflow
Workflow
Standard
Created Date
20 Mart 2013
Current Version
2.13.5
Last Update
27 Aralık 2024

Manage your business processes with workflow forms.

  • Version History
  • Application Features
  • User Manual
  • FAQ
  • Community
About The Application
User Interface
Defining Form Record
Editing A Form Record
Settings
Personal Settings and Filtering

Definition

A workflow forms application is a software or online tool used to manage and automate business processes.

Aim

The main purpose of Workflow Forms applications is to manage, automate, and improve business processes more effectively. Forms created and managed electronically provide an environmentally friendly solution by reducing paperwork. Additionally, they minimize manual data entry errors and streamline the validation and monitoring of business processes.

Key Benefits

  1. Automation of workflows and processes is achieved through workflow forms.
  2. The use of electronic forms to prevent errors in manual data entry and processing ensures accuracy and consistency.
  3. Workflow forms ensure that every stage of the form-filling process is traceable.
  4. They regulate manager approvals and workflows by ensuring that forms go through specific approval processes, enabling timely and accurate decision-making.
  5. Collecting and analyzing the data that users enter when filling out forms strengthens businesses' decision-making processes and supports strategic management.
  6. Automated workflows and form processes help businesses use their time and resources more effectively.
  7. Workflow forms applications can often be integrated with other business applications or systems.

Login Screen

This is the home page of the Workflow Forms application.

Form Records

Under the Form Records menu, you can access Open forms (including breakdowns by stages if the stage feature is used), Closed forms, Rejected forms, Canceled forms, Deleted forms, and All Records.

Statistics

This is the screen where reports can be obtained by form, field and form creator or personnel from the Statistics menu.

 

 

Confirmation Emails

Confirmation emails are listed by the reference number of the sent confirmation emails, the relevant form, the approving personnel, and the last sending date. The selected emails can be resent by choosing them from the list.

Settings

You can access the settings document via the relevant menu.
Please click for related content.

Form Selection and Form Filling

Click on the Fill New Form button, select the relevant form, fill in the required fields and click on the save button.

 

It is sent to the determined stage for the approval process.
The mechanisms defined for the form are expected to approve it.

 

Defining a Blank Form

Boş form kaydının görüntülendiği ekrandır. 

Summary of Form

Form özet ekranının görüntülendiği ekrandır. 

Form Özet ekranında Firma Bilgileri, Personel, Firma Adı, Fatura, Onaylar bilgileri yer alır. 

Related Persons

İlgili Kişilerin görüntülendiği ekrandır. 

İlgili Kişiler ekranında Adı Soaydı, İlgili, Sorumlu bilgileri yer alır. 

Approval Information

Last transactions

Log kayıtlarının görüntülendiği ekrandır. 

Log kayıtları erkanında Kullanıcı Adı, Açıklama, İşlem Durumu, Tarih bilgileri yer alır. 

General Settings

To access general settings in the Workflow Forms application, click on the General Settings link. Settings are customized by selecting the settings that the company will use according to its preference from the General Settings menu.

 

Notification Settings

You can select the notification definitions options for the specified definitions via the Notification Settings menu.

Notification E-Mail Settings

An e-mail is sent to the desired account from the Notification E-mail screen.

Stage Definitions

In the Workflow Forms application, stages are defined for workflow forms.

Click on the Stage Definitions link and define a new stage on the page that opens.

Form Definitions

A new workflow form is defined with the Workflow Forms application.

A new definition is added from the page that opens by clicking on the Form Definitions links.

 

 

Categories

Forms are defined and tracked according to categories. Category assignment is made from the form detail in the General Information section of the Form Definitions menu.

Approval Mechanism Definitions

This is the menu where the approval mechanisms for the form and the options required for approval are configured.

 

Automatic Numbering

It allows automatic numbering of forms based on suffixes, increments and suffixes.

Authorized Users

Users authorized to access the application are listed and organized.

Filtering Settings

Filtreleme ayarları, bir sistemde veya uygulamada  belirli kriterlere göre verileri sınıflandırmak için kullanılır. Bu ayarlar, kullanıcıya yalnızca ilgili veya uygun içerikleri sunmaya yardımcı olur. 

Filtreleme ayarları ekranında  Form Tanımı, Alanlar, Seçenekler alanları seçilerek filtreleme yapılır.

Form Seçenekleri menüsünde farklı filtreleme alanları mevcuttur. 

Filtreleme ayarları ekranında Kime Göre, Form Tanımı, Alanlar seçilerek filtreleme yapılır.

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