Workflow with Result transfer

Say you wanted to trigger a formalized deviation process as soon as a deviation is detected by your quality control technicians. Instead of notifying a person, using the result transfers feature in your AlisQI workflows, you can trigger a new process. This allows you to send data or part of the data in an analysis set automatically – which means that you save time, prevent double work, and can act more promptly. 

This article shows you how to create and customize a workflow with a result transfer.

In this article

Creating a Result transfer

To configure a result transfer, open a new workflow. The Result transfer option is part of the workflow signals. An easy-to-use drop-down menu helps you define when a new result is created or updated.

The screenshot below shows an example of Result transfer settings.

We will now go through these settings one by one.

Target set (1)

Select the analysis set for which you want to create or update a result. Choose any analysis set or selection list in your environment. In the example below, we start a product deviations process when the user sets the checkbox Trigger production deviation to Yes. This filter is defined in the Results overview before navigating to the workflow screen.

Action (2)

Next, set the workflow to create a new result or update an existing result. You also need to specify how to identify a result in case of an update action.

In the above example, we identify results by their Batch number. If the Batch number already exists in the target set, the result is updated. If it does not exist, the system creates a result.

If you don't want to create a new result and limit actions to updates only, set "Only edit existing results" to yes.

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Transferring contents (3)

Next, select the fields in the target set that you want to populate by means of the result transfer.

The screenshot belows shows that this specific result transfer populates the fields Date, Product, Batch and Problem description are provided when creating a new result in the Product Deviation analysis set.

After choosing one or more fields to be filled, click the Calculations tab and define which values to transfer.

Here you can insert simple variables, referring to the fields in your source analysis set, or use more complex expressions. The variables are defined as  {field_} with the field name grouped in single braces. These variables are evaluated by the same expressions engine as used in the calculations.

In the screenshot below, we see an example of the power of the expressions in the context of a result transfer. We evaluate the pH field. If it is below 7 then we add a specifc description ("pH too low"). This is only one example of how expressions can make transfers smart.

Enter a Subject and Message before saving the workflow: After saving this workflow it is effective immediately.

Result transfer example

The two screenshots below show a result transfer in action.

  • The Results overview image shows batch 8991 has deviations.
  • Based on the conditions set in the workflow, AlisQI transfers the result and creates a new record in the Product Deviation process.

This result in the Results overview shows batch 8991, with deviations. This has led to the creation of a new record in the Product Deviation process. This is a clear example of the power of connected processes.

Permissions & change history

The system automatically performs result transfers. Permission checks are bypassed because trigger actions do not need to insert or edit user permissions for the target set.

Blog alert!

Workflows: the easy way to boost clarity and make QESH actionable

As we highlighted time and time again, to achieve great quality, we need to make this an organization-wide effort. With more and more people getting involved, manual processes become a bigger burden that requires some smart tooling.

Designing their own workflows, AlisQI users save time, prevent double work, and manage to stay action oriented. Let’s find out more!

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