In Sage X3, you can assign multiple signatures in a workflow on different objects to implement a multi-level approval process. This allows for more complex and controlled workflows, where different users or groups need to review and approve various stages of a business process. Here’s a step-by-step description of how to assign multiple signatures in… Read More »
Notifications in Sage X3 are used to send alerts to users. If users don’t want signature workflow and only wants to get alerts via email, creating notifications becomes a better option because notification does not include approval process. User can get alerts if any of the record is creation, modified or deleted. We can create… Read More »
Sometimes we may come under a situation where we need to update fields in the same time when the workflow gets triggered. To update field on running workflow firstly we need to select a workflow rule. I.e. at what action you need to update the field (For e.g. on Validation, rejection, notification, cancellation etc.) The… Read More »
Sometimes we may come under a situation where we need to update a field in the same time when the workflow gets triggered. To update field on running workflow firstly we need to select a workflow rule. i.e at what action you need to update the field (For eg: on Validation, rejection, notification, cancellation etc).… Read More »