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Transferring eWorkflow via PANTHEON Web Service to PANTHEON Web Light

Just like for PANTHEON, predefined eWorkflows that make various tasks easier are available for use in PANTHEON Web Light via the Web Service. However, before using the eWorkflows, you need to download them to PANTHEON Web Light.

HINT

For more information on the eWorkflows and the catalog of predefined eWorkflows that are available for download from the Web Service, see the chapter predefined eWorkflows.

This chapter describes how to transfer eWorkflows to PANTHEON Web Light using the Web Service.

CASE SUMMARY

To make the work more efficient, the person responsible wants to use eWorkflow Confirm or Reject document. For this purpose, the person responsible transfers the predefined eWorkflow to PANTHEON Web Light using the Web Service. This is done as follows:

  1. Importing eWorkflows
  2. Downloading eWorkflows from the server
  3. Transferring eWorkflows to the register

1. Importing eWorkflows

The person responsible wants to download the eWorkflow Submit requests for absences, work obligations etc. to PANTHEON Web Light using the Web Service.

For this purpose, the person responsible opens the Settings module.

In the toolbar, the person responsible clicks Import workflows button.

The Import workflows window opens, where the person responsible can select the eWorkflows to be imported into PANTHEON Web Light.

2. Downloading eWorkflows from the server

In the fields of the form header, the person responsible sets the criteria for searching and downloading the eWorkflows using the Web Service.

In this case, the person responsible selects the Add/edit option in the Import type field, which means that eWorkflows that do not exist yet will be added to PANTHEON Web Light, while the existing ones will be overwritten.

In the For country field, the person responsible leaves the default localization: EU.

Once the criteria have been selected, the person responsible clicks the Download from server button.

Clicking the button downloads all predefined eWorkflows to the table, as shown in the image below.

The person responsible selects the eWorkflowt that will be imported to PANTHEON Web Light.

3. Transferring eWorkflows to the register

The person responsible searches for the desired eWorkflow Confirm or Reject document in the list and leaves the checkbox next to it checked. For all other eWorkflows, the person responsible unchecks the Yes/No checkboxes.

Next, the person responsible clicks the Transfer into register button.

The window closes automatically and the downloaded eWorkflow is ready for use.

HINT

For a use case of the eWorkflow Submit requests for absences, work obligations etc., see the chapter Adding an absence request.

 

 

RELATED TOPICS:

Predefined eWorkflows

Import workflows

Adding an absence request

Company

Settings
 

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