Built in workflows in Visual APS

LYNQ has four (4) built in workflows that can be used to quickly filter job orders in the Task Panel.

Default global workflows include:

1. Unscheduled (job orders which are not scheduled)
2. Past Due (job orders where days until required is less than 0)
3. Short Term (job orders where days until start is between -1 and 29)
4. Long Term (job orders where days until start is greater than 28)
5. Workflows are saved filters that appear on the Workflow menu.  
6. Global workflows are available to all users of Visual APS. Users can create new user or global workflows.

To create a new workflow:

1. Right click on any column heading in the Task Panel
2. Click Filter Settings
3. Click AND
4. Click Add Criterion field
5. Select a column in the first field
6. Select an operator in the second field
7. Enter a condition in the value field
8. Click Save to Menu
9. Select Who the Workflow will apply to
10. Click Add New
11. Enter a Name for the Workflow
12. Click OK
13. Click OK

The filter will now be available on the Workflow Menu

To manage a workflow:

1. Select the Workflow Menu
2. Select a Global or Personal Workflow
3. Select Manage
4. Edit the Filter
5. Select Save to Menu
6. Select the Workflow Filter to replace
7. Select OK
8. Select OK to override the Filter
9. Select OK

To clear a workflow filter

1. Select the Workflow Menu
2. Select Clear