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SusanReadMiller
Archer Employee
Archer Employee

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As the organization’s business processes change and improve to meet business demands, it is sometimes necessary to change the advanced workflow business flow for an application.  When an advanced workflow process change is ready to be deployed, there are situations where a large number of jobs in the existing workflow process need to be cancelled from the current workflow process and re-enrolled in the new workflow.

The Archer Advanced Workflow Content Assistant provides a desktop utility to manipulate certain data conditions regarding Archer content and its enrollment in Advanced Workflow. This tool enables the bulk cancellation of a list of Archer content records out of Advanced Workflow.  The user can also perform a bulk enrollment of a list of Archer content records into Advanced Workflow.  This tool provides a mechanism to more simply manage bulk actions for items within the Advanced Workflow process.

Key Features

The Archer Advanced Workflow Content Assistant tool & utility enables organizations to:

  • Leverage the Archer Platform’s Advanced Search capabilities to select records that should be included in the bulk cancel or bulk enrollment process
  • Export these records to a .CSV file and import the data into the Archer Advanced Workflow Content Assistant
  • Select the records that require the advanced workflow to be cancelled or re-enrolled

Solution and Platform Information

  • Solution Area: All
  • Prerequisite Use Cases: This offering does not require any prerequisites.
  • Supported Platform Version: Archer Platform Version 6.4 to 6.12 and later
  • Supported Archer Environments: On-Premises

Archer On-Demand Application (ODA) Licenses

This offering does NOT require any Archer On-Demand Application (ODA) licenses.

For More Information

To learn more about the Archer Advanced Workflow Content Assistant Tool & Utility:

The Archer Advanced Workflow Content Assistant Tool & Utility is an offering provided through the Archer Exchange to enhance your existing Archer implementation. To learn more about the Archer Exchange, please visit the Archer Exchange on the Archer Community. 

For Additional Support

To learn more about this offering, please contact your Account Rep for additional details. For technical support questions regarding this offering, please open a support case.

 

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Archer Advanced Workflow Content Assistant Select Records to Process

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