Record routing

Activating a workflow process indicates that the process is ready to have records routed through it. Before you activate a workflow, consider whether you want records to be routed into a process manually or automatically.

A record can enter a workflow process by any of the following methods:

• When you click the Route button on the toolbar.
• When you select the Route Workflow action.
• When you create and save a record, the record is routed into the workflow process. You can set one process per object to initiate automatically.
• You can set workflow options in the Organizations application. These options specify that generated records should be routed into a particular workflow process. You can specify a workflow process to manage the following records:
  • Work orders that are generated from a preventive maintenance record
  • Purchase requisitions that are generated via the inventory reorder process
  • Purchase orders that are generated via the inventory reorder process
  • Work orders that are generated when a purchase order for a rotating asset is approved
• A record can be routed from one workflow process to another in any of the following ways:
  • By means of an interaction node
  • By means of a subprocess node
  • By means of an WFINITIATE action specified on a connection line leaving a node
• A record can be automatically routed into a process by means of an escalation action.
• When creating a workflow process with the Workflow launcher application, a record is automatically created and routed into the process.