Settings / Integrations
Workflows can be integrated to any Pantheon form or linked to different Datasets.
Links to Datasets
| Name |
Dataset name can be obtained by Control+Shift+Q on a Pantheon form. |
| Link |
Select a link Field from a drop-down menu that belongs to selected Dataset. |
| Operater |
Select an operater: =,><,... |
| Value |
Select a value. |
To obtain Dataset name used on specific Pantheon form, open a desired Pantheon form and use keyboard command Control+Shift+Q to open Edit SQL Queries form.
When inserting a Datasets or Form names for integration, the desired form must be opened so that the Dataset or Form appears in the drop-down menu.
Links to Datasets example: form PrometIzdDob3000.tbPrometIzdaja which is a form of invoices issued (doc type 3000 in our case). When payment (anForPay) is grater than 1.000, a linked Workflow is started.
Available on Form
| Name |
Select a Form name |
| Wizard Type |
Choose an option on which button integration appears: Wizard, Import/Export or Reports button. |
Result can be seen on a Wizard on an integrated form.
