Workflow Anywhere Features
Workflow Anywhere builds on Extender Workflow
- Works in conjunction with the Workflow capability provided by Orchid Extender
- Complements the desktop version of the Extender Workflow Console
- A simplified, personalized, made-for-mobile version of the Console
- Available on Google Play (Android), Apple Store (iPhone/iPad) or Microsoft Store (Windows App)
- The Workflow Anywhere App was developed for Orchid Systems by AutoSimply Ltd
Learn more about Workflow →
Using the Workflow Anywhere App
- Download and install Workflow Anywhere from your device's App Store
- Open the App, log in to Sage 300 using your saved credentials, and select your Company
- All open Workflow tasks assigned to you (or a group you are in) are listed
- Select a task to retrieve and display more detail
- Action the task, as configured (e.g. Approve, Reject, enter a value, enter a comment)
- Your responses are reflected in Sage 300, in real-time
- Your task list is refreshed each time you return to the task list display
Use it Locally or Remotely
Workflow Anywhere can be used on the road, or in the office:
- Connect directly to your local server if using the App in the office
- Alternatively, configure a secure firewall port for access from anywhere with internet access,
Licensing (Named Users)
Extender Workflow Users
- To access Extender Workflow functionality, including the Workflow Console, a user needs to have been allocated a named Extender Workflow User licence.
- Workflow User licences are assigned to individual Sage 300 users from within Extender Setup > Licences, up to the number of licences purchased and current.
- Workflow User licences also enable use of the Email SmartLink bonus feature.
Learn more →
Workflow Anywhere Users
- While the Workflow Anywhere App itself can be freely downloaded and installed, it can only be used if a named Workflow Anywhere User licence has been allocated to the user (in addition to a Workflow User licence).
- Workflow Anywhere User licences are assigned to individual Sage 300 users from within Extender Setup > Licences, up to the number of licences purchased and current.
More about Extender Workflow
Workflow Anywhere is designed to work with Extender Workflow, allowing you to streamline approvals and other business processes to improve compliance, accountability and transparency within Sage 300.
- Use Extender Configurator to build workflow steps using a range of pre-defined Actions.
- Upgrade to Extender Developer to design custom actions using Python.
- Workflow Actions can apply to Sage 300 Masterfiles, Transactions & Batches (for Sage 300 core modules, or 3rd party modules developed in the Sage 300 SDK)
- Requires installation of the Workflow Anywhere App, available on Google Play (Android), Apple Store (iPhone/iPad) or Microsoft Store (Windows App).
- Each Workflow Anywhere user requires both a named Extender Workflow User licence and a named Workflow Anywhere App User licence.
- Workflow Anywhere works in conjunction with the Workflow capability provided by Orchid Extender (all editions), which in turn requires Sage 300 to be installed.
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