Introducing Longview Workflow Designer
Introducing Longview Workflow Designer
Longview provides corporate performance management (CPM) software that leading companies use to drive performance with speed, visibility, and financial integrity. Since 1994, many of the world's most respected companies have been using our technology platform to create a single repository of financial truth from which statutory consolidation, management ...
Getting Started In Longview Workflow Designer
Getting Started In Longview Workflow Designer
Longview Workflow Designer is easy to use. You can get started quickly and easily.
Planning An Approval Process
Planning An Approval Process
In some organizations, the user community does not know the status of data in the system and is unable to give status along the steps of the business process. This impacts the company by leaving it with a lack of direction and communication.
System administrators can use the application component Longview Workflow Designer to configure the approval processes that...
Elements Of An Approval Process
Elements Of An Approval Process
In order to answer your planning questions, you need to understand the various elements that contribute to an approval process.
Approval processes
An approval process is made up of approval steps. Each approval step is linked to another from start to finish, culminating in a single final step.
In an approval process diagram, each approval step appears as a...
Working With An Approval Process And Steps
Working With An Approval Process And Steps
Once you have determined your needs on paper, you can start to use Longview Workflow Designer to create an approval process.
In this section, you can find information on these main topics:
Working with an approval process
Working with additional approval steps
Working with Data Areas
Setting Workflow status from various locations
Working With An Approval Process
Working With An Approval Process
While you are in the process of creating an approval process, you do not want your users to see it in the application. While it is under construction, the only person who can see it in the application is you, the System administrator.
When you initially create an approval process, you also implicitly create its final approval step — the step that requires f...
Working With Additional Approval Steps
Working With Additional Approval Steps
As described in Creating an approval process with a Simple final step and Creating an approval process with a Hierarchical final step, when you create an approval process with the wizard, you automatically create the Final approval step.
Afterwards, you must add all other approval steps to the process (unless you are creating a process with just one ap...
Working With Data Areas
Working With Data Areas
Longview Workflow Designer is used by a System administrator to create an approval process, which consists of approval steps. Each approval step represents a non-overlapping area of data in the database, known as a Data Area.
Changing data visibility
If you want, you can set data in an approval process to be invisible in certain situations.
In an approval process
Yo...
Setting Workflow Status From Various Locations
Setting Workflow Status From Various Locations
Under normal circumstances, Owners and Approvers use Longview Workflow on the web to change the status of approval steps. For more information, see Changing approval status.
However, in some cases, the Administrator may need to change the status of approval steps without using Longview Workflow on the web. You can do so in several ways:
You can...
Working With Alerts And Emails
Working With Alerts And Emails
When the people in your company use Longview Workflow, they can notify various users when their input or approval is required. This can be done in two different ways: by providing alert messages on their web page and by sending automated email messages.
Preparing Longview Workflow alerts
If the user needs to be notified of a Longview Workflow event, the alert ...
Using Longview Workflow On The Web
Using Longview Workflow On The Web
Your System administrator uses Longview Workflow Designer to set up an approval process. He or she determines the scope, the Data Areas, the Owners, and the Approvers for each step.
When the approval process is activated by your System administrator, the process appears on your web page.
If you are a System administrator, it is important for you to understan...
Frequently Asked Questions
Frequently Asked Questions
Have questions about the application? You may be able to find the answers in this topic.
Getting started
Can I sign on to the application through the web?
Yes, if your system is configured to do so. If your system is set up to use the web, you need to know the location of your web pages. Ask your System administrator for the URL, or for a link to your web site.
D...