In every larger office, the data is often collected manually by Excel and often sent to other departments via e-mail. But is simultaneous working possible? And what if the data needs to be revised?
Who is responsible for data entries and changes:
- Which user entered what?
- And how? (Via Excel data import, File import, etc.)
Setup email notifications:
- Automatically sent after a workflow step
- Dynamic email content with variables
- Backlinks to forms and masks
Data records can be assigned customised statuses such as:
- Under review
Workflows without language barriers:
- Recognizes the users language
- Multilingual lookups
Work progress can be determined at any time:
- What still needs to be done?
- What's already been done?
Setting the status
The status can be set either manually or automatically:
- Manual: The user can easily change a status in a web interface by mouse
- Automatic: For example, after a successful Excel import
A usage example for setting up workflow component with email notification