This workflow automatically checks the box for “Block disposition” as soon as the reports with the names “Carnet”, “Delivery note” or “Packing note” are printed in a job. In addition, a CRM task is created with information about the block for a specific user or user group.

automatically checks 7 days after the job check-in whether the job has been billed or is set to "not billable". Alternatively, it checks whether the billing basis, if any, has been billed or is set to "not billable". If neither of these conditions is met, the project processor's manager receives a notification to review the job.

checks whether a specified threshold has been reached. If the threshold is reached, the manager of the triggering user is notified for approval. If the threshold is not reached, approval is granted automatically.

When printing a job report type, checks whether all predefined mandatory fields are filled in.

When printing a project report type, checks whether all predefined mandatory fields are filled in.

When printing an invoice, the pre-filled mandatory fields are checked and printing is only possible if all mandatory fields are filled.
= The pre-fill can be activated separately for each field - to do this, the constant 'Yes' must be entered in the global variables in the first row in the desired field.

sets the status “Release” if the planned costs correspond to the total costs of the incoming document and the amount is below a freely definable value.

The workflow is triggered automatically every time the data is saved.

checks every day at midnight whether new projects were created the previous day and automatically sends an email to the selected recipients.