How do I create and/or amend Workflows on my desktop?

How do I create and/or amend Workflows on my desktop?

Workflows are desktop process flows, which you can design and display on the main Ostendo Desktop.  You can link any object in the workflow to any Ostendo activity such that clicking on the object will bring forward that Screen, Report, View or Script.  You can create and maintain workflows by running program ostdesigner.exe (you will find this under your installed Ostendo Folder).  Alternatively you can simply right mouse in the Desktop Workflow displayed within Ostendo and select “Edit Workflow.  If this option is not visible then the User record (via File>System Configuration>User Security and Options) has the Disable Workflow Editing checkbox checked

    • Related Articles

    • Reckon Desktop Integration Link Program

      Only use with Ostendo Version upto 238 Latest Reckon Link (Current Build: 90): http://www.ostendo.info/downloads/ostendo/qbostlink.exe Only use with Ostendo Version 242 and onwards (Build 100) ...
    • What are Desktop Views?

      Desktop Views are user-defined presentations of information taken from Ostendo. They can be Analysis Views, Charts, Pivot Views or KPI’s. Additionally the displayed information can be refreshed at a user-defined frequency to provide up-to-the-minute ...
    • How do I create Supply Orders from the Inventory Replenishment Run?

      If you go into Replenishment>Create Required Orders you will see all Suggested orders from the following sources: - The Replenishment Routine (Both Single and Multi-Level MRP) - Items, Descriptors, and Catalogue Items whose ‘Supply Method’ is ‘Source ...
    • New Link Program Required For Reckon Desktop

      Any sites that are running Update 242 and above that are integrating with Reckon Desktop will require an update of the link program. NB: Do not apply this update for sites running 238 or below. They will continue using the existing link version. ...
    • Speed Posting problem Reckon Desktop 2017

      The posting process from Ostendo to Reckon 2017 Desktop has dramatically slowed down. This problem can be related to the transaction log file that Reckon maintains can get very large. This Transaction Log file only resets its size when you run a full ...