Thursday, January 24, 2008

Bypassing the TRIRIGA 9 Approval Process

Do you use the built-in approval process in TRIRIGA 9? If you do not use it, but you don't follow the steps outlined below you are allowing your system to generate unnecessary business objects, create unnecessary associations and run unnecessary workflows. All of these unnecessary items result in slower system performance and increased space usage.

Using assets as an example, most of my clients never use the out-of-box approval process for activating an asset. Here's what I do to bypass the approval process

1. Retire Workflow: triAsset - triActivate - Submit for Approval and Dependant Record Update
2. Modify Workflow: triAsset - triActivate - Make Dependant Records Read Only (add a step at the end of the workflow to have it call triFinalApprovalHidden)

By doing this your are calling executing the hidden approval step without creating any of the intermediate approval objects. It is also easy to put this back in place if you choose to use the approval process in the future, simply reverse the process. The workflows for most objects have the same name as the one's above (except for the BO name) and the process to disable them is the same.

Additionally, most of my clients don't need or want any notifications on status change of an object. If you don't need a notification on any status change for a particular object (assets in this example), bypassing this process is easy, simply retire the following workflow: triAsset - Associate - triStatus - Create Notification Details current status. The saves the system from having to run this workflow for every status change of every object. To turn it back on, just republish the workflow.

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