Workflow Functional Specification Document

[Former Member]

Hi All

I am working on a implementation project which includes Workflows. Right now I am in the process of writing the functional specification document for the Workflows. I am a functional consultant and never worked on workflows.

Can some one provide me what should be included in the functional document , how should the flow be written.

Is there any sample Workflow template anyone can share.

There are 4 places that requires workflows according to my understanding as described below in my requirement:

1. Workflow for corporate users when a notification is created or closed

2. Workflow email, forward a complaint to

     Finance Manager

     Quality Manager

     Plant Managers

3. Workflow for forwarding to an approver, reassign task to someone else

4. Workflow to send remainder emails for open items longer than 30 days

Please provide your insights and neccesary documentation to start

Thanks,

Sai

[Former Member · Accepted solution]

Hi Sandeep,

   Both ways are expalined in detail here Z-Table as well as Rule. Based on your bsiness requirement take the appropriate one.

But I dont think in your FS this much of detail is require, you just have to mention whom you need in as approver. The developer will choose the logic whether he have to go with Rule or Z-Table or Org object or Role or Distribution list .

Thanks Mike for details.

BR,

Prakash

[Former Member · Accepted solution]

Thanks for the response Prakash.

I will leave the decision to the developer regarding which approach he want to go with.

Thanks eveyone for the responses. It gave me a great insight.

THanks,