What's a Workflow?
A Workflow is a tool that allows to configure the execution of operations that are part of pre-established procedures. With a Workflow is possible, when a specific event happens in KanbanBOX, to ask some additional information to the user or execute an automatic action.
Types of Workflow
In KanbanBOX the following types of operations are configurable:
Operation | Operation Type | Description |
---|---|---|
Question (2 answers) | Manual | To ask an information to the user as question with two available answer options. The selected answer is saved in a kanban card field. |
Text input | Manual | To ask an information to the user as free text. The text is saved in a kanban card field. |
Automatic action | Automatic | To automatically perform an action that does not required the user participation. |
A Workflow with a manual operation can be configured with a single operation or by combining two or more operations.
Use cases
Request to input the kanban quantity on a specific status change
This allows to confirm or update the kanban quantity once a card is set to "Full".
- Create a workflow for quantity input.
- Create a trigger on the "Full" status change.
Result:
Request to input kanban quantity on a barcode scan
This allows to update a kanban quantity once a discrepancy has been noticed between the e-kanban card and the real container.
- Create a workflow for quantity input.
- Create a custom action to activate the workflow.
Result:
Request to input the material expiration date
This allows to save the expiration date of applicable components in the kanban card once they are received from the supplier, which could also be printed on the label afterward.
- Create a workflow for expiration date input.
- Create a trigger on the "Full" status setting.
Result:
Request to input picking location at material drop-off
This allows to insert the picking location of a card once it's set full to confirm the correct placement. It can be checked against a value sent by the ERP (with integration) or manually set (without integration) in the kanban loop.
- Create a workflow for picking location input.
- Create a trigger on the "Full" status setting.
Result:
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