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Ein Workflow ist ein Arbeitsablauf bei dem die Statuseinträge des Projektes wechseln. Ein Projekt kann mehrere Statuseinträge durchlaufen. Dieser Projektstatus kann vom Anwender bearbeitet werden. Je nach Hersteller können die Statuseinträge variieren (Abb. 1 [Standard], Abb. 2 [KRONE]).
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Status
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Status 1
Der Status 1 “Projekt Konfigurationsvorschlag” wird durch die Aktion Projekt hinzufügen ausgelöst.
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Der Status 4 “Angebot an Kunden abgegeben” kann durch die Aktion wählen ausgelöst werden (Abb. 7). Das System stellt durch eine zusätzliche Abfrage sicher, ob der Projektstatus “Angebot an Kunden abgegeben” wirklich gesetzt werden soll (Abb. 8). Nachdem die Abfrage bestätigt wurde (Abb. 9), kann der Anwender eine PDF generieren (Abb. 10). Anschließend ändert sich der Projektstatus in “Angebot an Kunden abgegeben” (Abb. 11).
Modul → PDF Assistent - Projekt
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soll.","marks":[{"type":"textColor","attrs":{"color":"#97a0af"}},{"type":"subsup","attrs":{"type":"sub"}}]}]},{"type":"mediaSingle","attrs":{"width":100,"layout":"center"},"content":[{"type":"media","attrs":{"type":"external","url":"https://braindata.atlassian.net/wiki/download/attachments/1769930753/IMG_0162.PNG?version=1&modificationDate=1656305622119&cacheVersion=1&api=v2"}}]},{"type":"paragraph","content":[{"type":"text","text":"Abbildung 9: Bestätigung des neuen Projektstatus.","marks":[{"type":"textColor","attrs":{"color":"#97a0af"}},{"type":"subsup","attrs":{"type":"sub"}}]}]},{"type":"mediaSingle","attrs":{"width":100,"layout":"center"},"content":[{"type":"media","attrs":{"type":"external","url":"https://braindata.atlassian.net/wiki/download/attachments/1769930753/IMG_0163.PNG?version=1&modificationDate=1656305711251&cacheVersion=1&api=v2"}}]},{"type":"paragraph","content":[{"type":"text","text":"Abbildung 10: Dokument/ PDF erstellen.","marks":[{"type":"textColor","attrs":{"color":"#97a0af"}},{"type":"subsup","attrs":{"type":"sub"}}]}]},{"type":"mediaSingle","attrs":{"width":100,"layout":"center"},"content":[{"type":"media","attrs":{"type":"external","url":"https://braindata.atlassian.net/wiki/download/attachments/1769930753/IMG_0164.jpeg?version=1&modificationDate=1656356885475&cacheVersion=1&api=v2"}}]},{"type":"paragraph","content":[{"type":"text","text":"Abbildung 11: Neuer Projektstatus “Angebot an Kunden abgegeben”.","marks":[{"type":"textColor","attrs":{"color":"#97a0af"}},{"type":"subsup","attrs":{"type":"sub"}}]}]}]},"id":"a3e3ced7-bd61-44a4-89c5-2878aaf7778d","label":"SalesApp","type":"tab"},{"content":{"version":1,"type":"doc","content":[{"type":"mediaSingle","attrs":{"width":100,"layout":"center"},"content":[{"type":"media","attrs":{"type":"external","url":"https://braindata.atlassian.net/wiki/download/attachments/1769930753/Bildschirmfoto%202022-06-27%20um%2006.26.50.jpeg?version=1&modificationDate=1656304085359&cacheVersion=1&api=v2"}}]},{"type":"paragraph","content":[{"type":"text","text":"Abbildung 7: Durch die Aktion Status ändern → Angebot an Kunden abgegeben.","marks":[{"type":"textColor","attrs":{"color":"#97a0af"}},{"type":"subsup","attrs":{"type":"sub"}}]}]},{"type":"mediaSingle","attrs":{"width":100,"layout":"center"},"content":[{"type":"media","attrs":{"type":"external","url":"https://braindata.atlassian.net/wiki/download/attachments/1769930753/Bildschirmfoto%202022-06-27%20um%2006.26.56.png?version=1&modificationDate=1656304151654&cacheVersion=1&api=v2"}}]},{"type":"paragraph","content":[{"type":"text","text":"Abbildung 8: Bestätigungsabfrage, ob der Status auf Angebot an Kunden abgegeben wirklich gesetzt werden soll.","marks":[{"type":"textColor","attrs":{"color":"#97a0af"}},{"type":"subsup","attrs":{"type":"sub"}}]}]},{"type":"mediaSingle","attrs":{"width":100,"layout":"center"},"content":[{"type":"media","attrs":{"type":"external","url":"https://braindata.atlassian.net/wiki/download/attachments/1769930753/Bildschirmfoto%202022-06-27%20um%2007.10.28.png?version=1&modificationDate=1656306696692&cacheVersion=1&api=v2"}}]},{"type":"paragraph","content":[]},{"type":"paragraph","content":[{"type":"text","text":"Abbildung 9: Bestätigung des neuen Projektstatus.","marks":[{"type":"textColor","attrs":{"color":"#97a0af"}},{"type":"subsup","attrs":{"type":"sub"}}]}]},{"type":"mediaSingle","attrs":{"width":100,"layout":"center"},"content":[{"type":"media","attrs":{"type":"external","url":"https://braindata.atlassian.net/wiki/download/attachments/1769930753/Bildschirmfoto%202022-06-27%20um%2007.09.24.png?version=1&modificationDate=1656306744187&cacheVersion=1&api=v2"}}]},{"type":"paragraph","content":[{"type":"text","text":"Abbildung 10: Dokument/ PDF erstellen.","marks":[{"type":"textColor","attrs":{"color":"#97a0af"}},{"type":"subsup","attrs":{"type":"sub"}}]}]},{"type":"mediaSingle","attrs":{"width":100,"layout":"center"},"content":[{"type":"media","attrs":{"type":"external","url":"https://braindata.atlassian.net/wiki/download/attachments/1769930753/Bildschirmfoto%202022-06-27%20um%2007.08.08.jpeg?version=2&modificationDate=1656357091144&cacheVersion=1&api=v2"}}]},{"type":"paragraph","content":[{"type":"text","text":"Abbildung 11: Neuer Projektstatus “Angebot an Kunden abgegeben”.","marks":[{"type":"textColor","attrs":{"color":"#97a0af"}},{"type":"subsup","attrs":{"type":"sub"}}]}]}]},"id":"97e58839-8773-487c-8f6a-7f9a37a130a3","label":"WebApp","type":"tab"}] |
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Der Status 5 “Auftrag” kann durch die Aktion wählen ausgelöst werden.
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Status 6
Der Status 6 “Auftrag storniert” kann durch die Aktion wählen ausgelöst werden.
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