Mission Control Workflow Management
Mission Control workflow is a robust document process orchestration engine. Users can quickly and easily build out tailored, automated processes that route sales documents and service documents through defined workflow queues, fully controlling how they move from entry through fulfillment and invoicing. Business rules ensure that documents meet certain checks and otherwise reroute to manager review queues, and automated actions submit documents through workflow automatically in the background on defined schedules to keep processes moving without manual user intervention.
- Workflow Configuration
- Queues
- Conditions
- Actions
- Primary Path
- Alternate Paths
- Saving and Publishing
- Configuration Decision Trees
Workflow Configuration
After clicking on the menu in the upper right corner, select the Workflows option.
The Workflows screen shows the four possible workflow types: Quote, Order, Invoice, and Return.
Each document type has its individual workflow. Click one to edit it.
Queues
The workflow edit screen provides visibility of the queues and configuration details for a given workflow.
In the Queues list on the left, you can add new queues for this workflow by clicking Add New Queue and following the prompt directions.
Reorder a queue by clicking and holding the dots on the right side of that list item, then dragging and dropping it into a new position.
To the right of the Queues list, each workflow queue's details can be configured. Click the caret button on the right side of the drawer to expand it and see those details.
Conditions
Click the edit button to edit the selected queue.
With the queue expanded, various options become available:
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Actions can be triggered when a document enters the queue
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The primary path controls where the document goes next
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Alternate paths can control other possible queue destinations for documents
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Actions can be triggered when a document leaves the queue
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Transfers can be triggered to convert quotes to orders, or orders to posted invoice
Actions
Actions can trigger when a document enters ("On Entry") or leaves ("On Exit") a workflow queue. These actions can automatically reserve inventory, send emails, capture payments, and more.
For a full list of Mission Control's currently supported workflow actions, refer to this documentation.
Primary Path
The primary path controls the default queue where documents will be sent when they leave this queue, as long as no alternate paths reroute the document elsewhere. If there are no alternate paths that could reroute documents, then all documents leaving this queue will follow the primary path.
Alternate Paths
Alternate paths reroute the document from the primary path based on certain conditions. These conditions can be based on a field from the order, the customer, a line item, a line item’s product, a dimension from a line item, or a dimension from the order. More than one alternate path can be set up for the same queue, so documents can go to a variety of places based on their current state.
It is recommended to name each alternate path to help people understand its purpose at a glance, which helps streamline workflow maintenance.
After setting the condition, select the queue where documents should be rerouted when that condition is met.
Example Alternate Path
In this example, the No Credit Card alternate path checks whether the customer has a default card to charge. If they do not have a default card set up, then the order is routed to the Customer Review queue.
Alternate Path Actions
Actions on alternate paths only trigger for documents that meet the conditions to be rerouted down that alternate path. To add one, click the “Add alternate path” button, then select “Action”.
This shows the action menu to select from the list of actions.
Alternate Path Transfers
Transfers on alternate paths only trigger for documents that meet the conditions to be rerouted down that alternate path. Documents can be transferred from quote to order, or from order to posted invoice. To add a transfer path, click the “Add alternate path” button, then select “Transfer”.
After selecting Transfer, fill out all of the following information to control how the transfer will be processed.
Processing Order
Alternate paths process in order from top to bottom. Actions that are listed before alternate paths will process before the document is evaluated for moving through the following alternate path(s).
If documents should process actions without being moved to a different queue, simply keep the primary path as “Remain in this queue”, and any actions listed in the Alternate Paths section will be processed for the given document.
Saving and Publishing
Changes to workflow queues must be saved by clicking the Save button.
Once all workflow queue changes have been saved, click the “Publish Changes” button on the top right. Doing so will immediately change how the workflow functions for users in the system, without any need to refresh their screens or log out and back in.
Any documents that are submitted to workflow after the changes are published will follow the new flow. Any documents that are currently open and being worked on will follow the latest saved version of the workflow.
Note: There are no additional validation steps to publish a new/updated workflow. Only grant workflow update access to trusted members of the organization.
