Preparation of the route

Let’s create template of the route for marketing department where commercial proposals are preparing. To do this place cursor on this department and click “Edit”

Got to tab “Routes” and click “Create”

Select “Base route”

and enter name of the route.

Next click

and select point “For approval”.

Fill in all fields of order. Enter deadline value in days. In the future, at the route startup, the system will correctly substitute the real dates. Field “Author” will be filled automatically with name of user who stored the route. If you want to set up a particular person as author of the route regardless of who created route you can specify particular user.

Create rest of points in the same way. Take in account that last point will be “For execution (auto close)”, not “For approval”. As result we will get a parallel route with four points.

Using buttons

place route points in right order. Turn on feature “OR”

for parallel part of route. In this mode route will be continued even if one of executors will close the route point. It doesn’t matter who, Mickle Williams or Katrin Potter will approve or don't approve commercial offer, it will be considered as approved or not approved. Below is our route pattern.

You can protect the route pattern from modifications at the time of its launch by user. Corresponding buttons on the template route are intended for this purpose. Pull-down menu is used to define the relevant route points for such protection.

Testing the route

How to Automate Your HR Department with FossDoc
Customer Management with FossDoc
Using FossDoc as a Database for Sociology Studies
How to Use Document Assembly in Word and FossDoc
Custom Business Solutions
How to Manage Student Group Timetable with FossDoc
Creating business application
Defining solution boundaries for business applications
Configuring access to folder
Configuring access to folders
Creating basic document type named “Marketing document”
Creating of a document type
Creating “Correspondents and contacts” warehouse
Creating “Marketing documents” warehouse
Creating of a documents library
Customizing folder’s view
Document fields
Document functions
Preparation of the document's route pattern
Testing the route
Testing the solution
Customizing folder’s view
Using the mechanism of “Inherited document types”
Using the mechanism of adding fields

Preparation of the route

Related articles