Service Description Workflow

Workflow Summary
Workflow Details

Workflow Summary

Title	Widget	Widget Description
Workflow		Number of open workflows Colour code: The corner turns yellow if you are the owner of an open workflow. Click: opens the summary page Available Customer details Start page dashboard
Workflow Listing		1. The next 4 open entries, sorted by next FOLLOW-UP date Ascending Colour code: Red: if the processing period has been exceeded (next day) Yellow: if the processing must take place Today Click: switches to the workflow 2. Number of my workflows for which I am currently responsible. Click: switches to the workflows 3. Number of workflows I could take over but have not yet taken over. Click: switches to the workflows Available: Start page dashboard

Title

Widget

Widget Description

Workflow

Number of open workflows

Colour code:

The corner turns yellow if you are the owner of an open workflow.

Click: opens the summary page

Available

Customer details
Start page dashboard

Workflow Listing

1. The next 4 open entries, sorted by next FOLLOW-UP date Ascending

Colour code:
Red: if the processing period has been exceeded (next day)
Yellow: if the processing must take place Today

Click: switches to the workflow

2. Number of my workflows for which I am currently responsible.

Click: switches to the workflows

3. Number of workflows I could take over but have not yet taken over.

Click: switches to the workflows

Available:

Start page dashboard

Grid

Click	Swipe	Views
Workflow		Table

Column definition

Name	Visible	Sort	Full Text	Explanation
Colour code	ForceVisible			Green, if approved Red, if rejected Yellow, if you are the owner yourself
Workflow	Visible		Yes	The name of the workflow
Entered on	Visible	DESC
Created by	Hidden
Step	Hidden
Step started	Hidden
Owner	VisibleOnlyLandscape
Status	Visible
Reason	Hidden
Due on	VisibleOnlyLandscape

Customer columns (when accessed via Start page dashboard)

Name	Visible	Sort	Full text	Explanation
Colour code	Forced			Purple: Key account Blue: Prospect, transfer customer, new customer Red: Delivery block Orange: Not assigned Purple has the highest priority Blue is before "Not assigned" and before delivery block. That means a not assigned prospect with delivery block is shown in blue. A "Not assigned" customer with delivery block is shown in orange.
Name 1	Visible	ASC	Yes
Name 2	Hidden		Yes
Name 3	Hidden		Yes
Customer	Landscape		Yes
Street	Landscape		Yes
Postcode	Landscape		Yes
City	Visible		Yes
ABC Status	Hidden
Country	Hidden
Telephone number	Hidden
Fax number	Hidden
E-Mail	Hidden		Yes
Sales office	Hidden
Group of sales agents	Hidden
Price list	Hidden
Last visit	Hidden			Automatically determined.
Visiting frequency	Hidden
Due date	Hidden			The text for this column is determined as follows: No invoice discount: no visiting frequency present in the customer master data No visit: no last visit present Not due: Last visit + visiting frequency > current calendar week Now: Last visit + visiting frequency == current calendar week Overdue (1): Last visit + visiting frequency < current calendar week Overdue (2): Last visit + (visiting frequency * 2) <= current calendar week
Visit duration	Hidden
Tour	Hidden
Start week	Hidden
Client	Hidden
Attribute1-16	Hidden
Type (customer)	Hidden
Currency	Hidden
Area	Hidden
Customer since	Hidden
State	Hidden
Main contact	Hidden
Delivery block	Hidden
Incoterms	Hidden
Incoterms 2	Hidden
Terms of payment	Hidden
Terms of delivery	Hidden
Customer group	Hidden
Account group	Hidden
Homepage	Hidden
Listing	Hidden
Send invoice separately	Hidden
Delivery note without price	Hidden
ILN	Hidden
Invoice discount	Hidden
Form of payment	Hidden
Customer category	Hidden
Price group code	Hidden
Association	Hidden
Advertising material	Hidden
Tax Ident Number	Hidden
VAT ID	Hidden
Status	Hidden
Order block	Hidden
Assigned	Hidden
Abbreviation	Hidden		Yes

FAQ

Release

Workflow Details

General

Title

<Workflow-Type> Workflow

Kebab menu ()

Type	Menu item	Explanation
	History

Header

1. To switch to Edit mode

Note: Only visible if you have not entered the workflow via the dashboard.

Widgets

1. Files

(not for ORDER workflow)

2. Form

(not for ORDER workflow)

Action buttons

Name	Function	Visibility
Save	Saves the workflow status	In Edit mode
Next step	Initiates the next step in the workflow process	In Edit mode, if there is a subsequent step
Previous step	Goes back one step in the workflow process	In Edit mode, if there is a previous step

Attribute fields

if filled, these refer to the details

Possible for Contact workflow:
- Contact
- Customer number
Possible for Activity workflow:
- Contact
- Activity (if you have not entered via the activity)
- Customer number
Possible for Visit workflow:
- Contact
- Customer number
- Visit report

History

Grid

Name	Visible	Sort	Full Text	Explanation
Step	Visible		Yes
Step started	Visible	DESC		dd.mm.yyyy - hh:MM
Owner	VisibleOnlyLandscape
Status	Visible
Note	Hidden

FAQ

Release