CONTENTS
01. OVERVIEW
This document aims to support the configuration of requests for posting and transfer (ATFA125) via workflow in Protheus.
02. PRE-CONDITIONS
To use the approval of posting and transfer via workflow, you must first configure the server, the e-mail tool and a web service of the environment for the workflow.
You do not need to access Protheus for approvals, because after the required settings, an e-mail is sent to the approver, who then responds by notifying whether the request has been approved or not.
If you need help with the local server and the e-mail tool, the document below shows how to set up the account for sending the workflow account by Gmail.
Or you can also follow the settings in the SIGAPCO workflow documentation
Configuration of contingency approval via workflow - SIGAPCO - P12
Web service configurations in appserver.ini used in the example in the image below:
Important
Ideally, the PATH must point to the folder Protheus_data, so you can find the workflow files without problems
03. WORKFLOW SETTINGS
To make the following configurations, access the configurator menu.
E-MAIL ACCOUNTS
Through the configurator (SIGACFG), access:
Environment > Workflow > E-mail Accounts
Mailbox
Enter the mailbox data. Remember to enter the e-mail address the sender will use for contingency approvals in the address. We use the following e-mail address in our example: [email protected]
Receive Messages
Enter the POP3 server and the port, as well as the e-mail accounts and their respective passwords, to be used for receiving messages
Send Messages
Enter the SMTP port and server, as well as the account to be used for sending the contingency approvals.
WORKFLOW PROCESSES
In the configurator menu, access:
Environment > Workflow > Workflow Processes
Add a workflow process.
WORKFLOW STATUS
In the configurator menu, access:
Environment > Workflow > Workflow Status
Add a workflow status, linking the process added in the previous step
WORKFLOW PARAMETERS
In the configurator menu, access:
Environment > Workflow > Workflow Parameters
Postal Service
Select the options in accordance with your preferences. Our contingency approval example displays them as follows:
Processes
Notification
Messenger
Attention
It is important to enter the workflow's web service address in the field Server.
E-MAIL/PROXY
In the configurator menu, access:
Environment > E-mail/Proxy > Settings
Enter the e-mail server data
Configuring the web service:
Access the SRVWIZARD:
Select the folder Web Modules and click Add
Fill out the fields on the screen as shown:
Link the address of your host (web service) with the code of the branch you will use:
[HTTP]
ENABLE=1
PORT=83
Enter the localhost address + the port found in the HTTP key in the .INI of the server.
Configure the minimum and the maximum number of users that will access the web service and click Confirm:
- INSTALLING AND CONFIGURING THE E-MAIL SERVER
This tool functions as a local e-mail server with SMTP and POP.
We can download this tool for free via developers portal http://www.hmailserver.com
Configuring Mozilla Thunderbird:
The Thunderbird e-mail tool is free and can be downloaded directly from the Mozilla developers web site:
https://www.mozilla.org/pt-BR/thunderbird
The documentation attached below contains the settings for this server:
CONFIGURING THE E-MAIL SERVER.docx
If you need help with the local server and the e-mail tool, the document below shows how to set up the account for sending the workflow account by Gmail.
SYSTEM PARAMETERS (SX6)
The system parameters below are required for using the workflow in request approvals.
MV_ATFSOLD - Enter whether the process for requesting Postings/Transfers is active
MV_PRELAN - Generate pre-entry in accounting
MV_ALTLCTO - Allow changes to the accounting entry of integration
MV_ATFHTTP - HTTP server directory
MV_ATFWBX - Activate sending of workflow in posting/transfer request
MV_ATFWFM - Enter whether WF should be generated for requests
MV_ATFASTR - HTML file of template for request approval
MV_ATFASBX - HTML file of template for posting approval
MV_ATFAAPS - HTML file of template for asset transfer request
MV_ATFURL - URL of HTTP service
MV_ATFRESP - Enter the code of user responsible for Asset
USER REGISTER
In the configurator menu, access:
User > Passwords > Users
Add or edit a user by entering the e-mail of approver in field E-mail
04. USE OF TRANSFER REQUEST VIA WORKFLOW
In the menu of module Fixed Assets (SIGAATF), access:
Updates > Register > Persons Register
Enter the e-mail in the persons register
Access the routine of Persons Responsible X Assets:
Updates > Registers > Persons Responsible X Assets
Connect the asset register with the persons register
Access the routine for Postings and Transfers:
Updates > Transactions > Request for Posting and Transfer
In the example, we use the request for transfer
Click Other Actions -> Transfer Request
Request made - code 000070
To send e-mails, access SIGACFG:
Environments > Workflow > E-mail Accounts
Click Other Actions -> Send:
Confirm the operation
Regarding the request 000070 received correctly e-mail box:
Select the user for request approval
When you access the link, the system redirects you to the approvals page:
After approving the request
Access the routine for Postings and Transfers:
Updates > Transactions > Request for Posting and Transfer
The request was approved correctly
Attention
You can find the .htm files in the TFS, in the default rdmake folder, and copy them to the location entered (in the folder where the workflow was configured)
$/Protheus_Padrao/Fontes_Doc/Master/Fontes/Rdmake Padrao/MODELOS/Administrativos
The link below contains evidence of step-by-step configuration:
Visão Geral
Import HTML Content
Conteúdo das Ferramentas
Tarefas