1. SAP Glossary
  2. SAP Business One
  3. workflow instance


What is workflow instance in SAP SBO - SAP Business One?


SAP Term: workflow instance

  • Component: SBO

  • Component Name: SAP Business One

  • Description: An actual occurrence of a series of business tasks or events that follow a certain workflow template.


Smart SAP Assistant

  • Key Concepts: 
    A workflow instance is a single instance of a workflow process in SAP Business One. It is a set of tasks that are triggered by an event or user action and are executed in a specific order. The workflow instance is created when the event or user action is triggered and is completed when all the tasks in the workflow process have been executed. 
    
    How to use it: 
    In SAP Business One, a workflow instance can be created manually or automatically. To create a workflow instance manually, go to the Workflow Manager and select the “Create Instance” option. This will open up a window where you can select the workflow process you want to create an instance for. Once you have selected the process, click “Create” to create the instance. To create an instance automatically, you can set up an event trigger in the Workflow Manager. This will cause an instance to be created whenever the specified event occurs. 
    
    Tips & Tricks: 
    When creating a workflow instance, it is important to make sure that all of the tasks in the process are properly configured. This includes setting up any necessary parameters and ensuring that all of the tasks are linked together correctly. Additionally, it is important to make sure that all of the tasks are set to run in the correct order. 
    
    Related Information: 
    For more information on creating and managing workflow instances in SAP Business One, please refer to the official documentation here: https://help.sap.com/viewer/product/SAP_BUSINESSONE/902/en-US/f8d7f3a2b6c14e8a9f3d7c2b5f9e4d1a.html
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