Workflow Monitor in Sage X3

By | December 28, 2012

As an extension to the Workflow in Sage X3 series,

We would now be exploring the Workflow monitoring process which deals with the management & control of the Workflow.

The Workflow monitor is used to present those events pending signature by a given user. The Workflow Monitor can be found at Usage -> Workflow Monitor

  1. The recipient field defaults to current logged in user. With the proper date range, one can see the list of pending Workflow signatures.
  2. Chronological Number: It is an identifier for a given workflow.
  3. Recipient:  This is the recipient of the workflow is intended.
  4. To sign a Workflow, got to “To be signed” tab and right-click on a workflow and click on a Signature option. This would pop up the answer box, with Validated and Rejected option.
  5. Once validated or Rejected, the entry will be removed from the monitor. This way the further actions on the document can now be carried out.
  6. Similarly, you can view and acknowledge workflow which can be found under “To Be Read” tab.
    To know how workflow can help you to get rid of task intensive and paper-based processes, contact us at

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