Inistate Documentation
  • Welcome
  • Workspace
  • Module
  • User
    • Role
    • Profile
    • Management
  • Configuration
    • Builder
    • Studio
  • Features
    • Basic
    • Information
    • Listing
    • Activity
    • Form
    • State
    • Flow
  • Advanced
    • Formula
    • Authorization
    • Automation
      • Automation Block
      • Scripting
    • Notification
    • Template
      • Report Starter Kit
      • Code
    • Logic
    • Integration
      • Accounting 1
        • Invoice
        • Cash Sale
        • Delivery Order
        • Stock Transfer
        • Sales Order
        • Creditor
        • Credit Note
        • Debit Note
        • A/P Invoice
        • A/P Credit Note
        • A/P Debit Note
        • Customer
      • Accounting 2
        • Debtor
        • Purchase Order
        • Good Receive
        • Payment Voucher
        • Customer Invoice
        • Customer Payment
      • Jobs json
      • Error Handling
      • Call Back
    • Scripting (Beta)
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On this page
  • Introduction
  • Functionality
  • Activity Naming
  • Roles and Permissions
  1. Features

Activity

Activity is a feature for tracking and managing tasks, actions, or events within workflows. Each entry logs a distinct action, allowing users to monitor and view task statuses and progress.

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Last updated 5 months ago

Introduction

Activity tracking lets users monitor actions taken, providing a clear view of next steps in the workflow. In a module, each activity represents a specific action on an entry, making tasks intuitive and easy to track.

Functionality

Each activity entry logs a distinct action that must be performed, which can then be tracked and managed through the module. Examples of activities within a module could include actions like Submit, Approve, Reject, and Process. These activities are defined based on the specific needs of the workflow or business process.

Activity Naming

Activities are typically described using active verbs to represent the action being performed. For example:

  • Submit (initiating the action)

  • Approve (confirming or approving a request)

  • Reject (declining a request)

  • Process (carrying out the necessary processing steps)

These activities are displayed as interactive buttons within the software, enabling users to execute the required tasks.

Roles and Permissions

Different roles may be assigned to specific activities based on their responsibilities within the workflow. For instance:

  • Approve and Reject activities may be designated to the Manager role.

  • Process could be assigned to the Human Resource department, or other relevant teams depending on the task at hand.

By leveraging the activity feature, users can efficiently track and manage their tasks within any given module. The ability to define, assign, and track activities ensures clarity in workflows and supports smooth execution of business processes.