Workflow automatic operations

How to configure automatic operations

An automatic operation allows, when the workflow is executed, to automatically perform an action, without the user participation.

Once the operation Automatic action has been chosen, select from the dropdown menu one of the following actions.

Print the card

The kanban card is sent to the user print queue.

The workflow is exectuted when the status change is done via web interface. The workflow is not executed when the status change is done via Smartphone APP or API call.

Set a following status

The status of the kanban card is automatically set in one of the following statuses:

• Empty
• Released
• In process
• Done
• Transit
• Full
• Closed

For example, if in a workstation a user processes some kanban cards as "Done" and some kanban cards as "Full", it is possible to make the user always sets the kanban cards as "Done" and automatically set a group of kanban cards in the "Full" status.
Or, if a workstation has both kanban cards and synchro cards, it is possible to make the user sets all the cards in the "Full" status, and automatically set the synchro cards in the "Closed" status.

Add to the Sequencer

The kanban card is automatically added to the Sequencer.
The kanban card is allocated to a resource. The resource has to be defined in the Parameters section, clicking on Edit and selecting the resource in the field Sequence the card will be added to.

It's important to note that, if the default resource is already part of the loop to which the card belongs, the workflow will not be triggered.

Keep traceability

This action is applied only on kanban cards that belong to move loops.
In the card_reference field of the move kanban card is written the string ID of the purchase kanban card from which the material is picked up.
The purchase kanban card is defined as below:

• has the same part number of the move kanban;
• the customer corresponds to the move loop supplier;
• has the oldest required date.