In Version 252, the ability to create a Data Grid was introduced to Synergy Enterprise workflow functionality.  This has been one of the functions that I have struggled with – What do I do with it?

One of our customers had a need to enter an account and select the correct contact person using the Job Description, Job Title, Skills and a few other fields.  I discussed with them, three ways to accomplish this task:

1.  Modify the standard Contact Browser in ESE to add these fields to the SQL statement.  This would work, however it had a few drawbacks.  Every time they upgraded ESE, they would need to modify the browser once again.  And this browser was being used in multiple screens, so this information could display in screens that the fields were of no meaning.

2.  Create a new browser specific to their requirements in the Repository.  And use this new browser for this workflow request.  The ability to see all of the information that they wanted to see in one browser search made for a wide browser, but they wanted to see this information on the screen before selecting the Contact Person  for the value.

3.  Create a Data Grid at the bottom of the screen or in a different tab that would display this information for them.  No remembering what browser needed to be modified and the information would be shown on every workflow with current information available.  A new browser was created and stored in the Repository.

The Data Grid has many of the same functions that are available in a standard Request field, such as Labels, Visibility and Position.

The customer actually selected the third option, which is the Data Grid Function.  Here is an example of a Data Grid being used in a workflow request.   Data Grid

 

 

 

The one negative factor of using this functionality is that the request usually has a field that will be required to act as a filter for the information to appear.  This means that a request be saved in Draft mode, found in the search screen and then opened once again.  But this also means that all Mandatory fields are entered before trying to save it as a “Draft.”

Our “Save and Open” button added to your request will save the information that is in the request, allow the Data Grid to be filled in and no leaving of the screen to find the request that you are working in.

Think of other uses for this functionality within your organization in workflow requests.  It may be items that are linked to another item, such as Bill of Material, Project linked to an account when creating a request ked to an Account, etc.