How To: Manage Workflows in Asset Infinity

A workflow in Asset Infinity is the approval process flow of the various users involved in giving these approvals at different levels of the process. For example, a business chooses to follow a certain levels of approval flow when someone is adding an asset into the system. In this case, each time a user adds an asset, it goes through this workflow which defines who approves this addition process at each level thereby finally allowing the asset to be added into the system post workflow approval.This section will help in managing the workflows which have already been created in the application. This can be done at:

Menu > Application Settings > Manage Workflows

In this Grid, we can see all the Workflows which we have added into our system.

We have the columns related to the Role, Workflow Name, Form, Form Action, Created By and Created Date.

Role represents the role of the person for whom this workflow is applicable.

Workflow Name is the name of the workflow.

Form represents the operations in which this workflow will be applicable. For example, the 1st workflow has “Add Asset” Form, so this workflow will be applicable when the owner (Role) adds or updates an asset into the system.

Form Action represents the action which is chosen for the form option previously selected. For example, the 1st workflow shows us that in the Add Asset form, while adding the assets, this workflow will be applicable.

Created By represents the person who created this workflow.

Created Date represents the date on which it was created.

Here we have the option of Editing them and deleting them. When we click on the “Edit Button”, then the information gets updated in the Workflow Form, from where we can update the workflow according to our requirements by clicking on the update button after making the required changes.

The colored box on the Top right corner gives us the option of saving as Report or Widget, Exporting the data as PDF or Excel File, Refreshing the data to reflect any new additions and Grid Settings to tailor the information grid according to our requirements by making changes to it.

We can increase the per page records that will be shown by clicking on Showing Records Dropdown which is present below the colored boxes and increasing the number.

We can set Filters in the various fields above by typing in the Text Box in the Grid which is just below the respective Column Headings. We can set Multiple Filters. After adding the Filters, we will see the following screen:

Here we have added the filter in “Form Activity” Field. We can remove the filters through the “Clear Filter” Option.

This is how we can manage the workflows section.