Automate actions in your ERP system with this advanced add-on. Save time and reduce the margin of error.
In this documentation, we will discuss-
It is an automated system to trigger actions based on many different events within your ERP system. Workflow is fully compatible with all the modules of WP ERP and it can save your time and also reduce margin errors in many cases.
Workflow basically helps you to create triggers or tasks based on different events. This means you can set different activity or task based on conditions or events. For example, you want to send a welcome email to your newly subscribed user. You can easily create a workflow based on these conditions. The workflow will trigger an email when a new user subscribes to your website. You don’t have to manually send emails to your subscribers.
Trigger modules specify the WP ERP modules that are being used for Workflow. The following modules are available for Workflow including all three core modules of WP ERP.
The following table contains available events based on the above modules.
|Created User||Created Contact||Inbound Email||Created Employee||Created Customer|
|Deleted Contact||Deleted Employee||Deleted Customer|
|Subscribed Contact||Published Announcement||Added Sale|
|Unsubscried Contact||Requested Leave||Added Expense|
|Created Note||Confirmed Leave Request|
|Created Task||Happened Birthday Today|
There are options to create conditions for a workflow. You can select either For Any or For All condition. Under them, you can define any of the fields related to the module that has been selected. For Example, the CRM module contains the information related to the customers. You can specify conditions including the First or Last name of the customer, their contact information, life stage etc.
There are total six actions available for the modules. Some module has less because of different functionality. The available actions are,
In order to create a new workflow, navigate to WP Dashboard → Workflow → Add New
You can edit or delete a workflow if you want. To do so, click on the workflow from the list, it will redirect you to the edit page.
You can also delete a workflow by going to the workflow list page and hover over the workflow. You will see edit, pause and delete option. Click on the delete option to delete the workflow. The workflow will be available in the trash and you can restore it or permanently delete it from the trash section.