BPM & Workflow

Scheduling Out of Office Approval Delegates

This app provides functionality to schedule the start and end dates/times when a user will be Out of the Office, and who their approval delegate should be during this time. A new system script that will be scheduled to run at regular intervals...

Email Address to Team Matrix

This app provides a table matrix in which a list of email addresses can be mapped to Users and/or CRM/EDoc Teams. The purpose for which this was developed was so that an A&A Rule Script could do a lookup in this matrix for a specific email address...

Approval Tree Matrix

This app provides a table matrix in which Job Tree branches and Thresholds can be mapped to Approval Codes. The purpose for which this was developed was so that an A&A Rule Script could do a lookup in this matrix to find the correct approval code...

Workflow Rule Menu Exposure

This app gives you the ability to expose Workflow rules to the Process menu.

Auto Email Invoice on Creation

This App will automatically email an invoice using standard invoice delivery rules on the customer (i.e. set to receive invoices by email). There is an optional UDF flag on a customer to exclude specific customers.