Remote Action Service
For Sage 300
Progress an Extender Workflow without needing to be logged in to Sage 300
Work with Ease
Easy to use, works from any internet-connected device
Email and Browser
No software for Workflow Users to install, all they need is email and a browser
Security
Secure, with no open firewall ports to Sage 300
Extender Workflow
Builds on the powerful Extender Workflow capabilities
Workflow Anywhere Features
Remote Action Service builds
on Extender Workflow
- Works in conjunction with the Workflow capability provided by Orchid Extender
- Builds on Orchid Extender's ability to execute Python scripts
- Remote Actions can apply to Sage 300 Masterfiles, Transactions & Batches (for Sage 300 core modules, or 3rd party modules developed in the Sage 300 SDK)
- Workflows, emails and web forms are all highly configurable
- Remote Action service is a Poplar Development Solution built on the Django Web Framework and hosted on AWS for security and peace of mind
Triggering a Remote Action
- One or more Remote Actions can be included when configuring a Workflow Template, using Orchid Extender
- When the Remote Action is triggered, a configurable webform is created on the cloud-based Remote Action Service platform.
- When the action is assigned to an individual (or group member) they are notified by email
Processing a Remote Action
- The email each assigned Workflow User receives includes a one-time link, unique to that named user and workflow instance/action
- By clicking on the link they are taken to a secure page where they can complete the action (e.g. Approve or Reject, enter a comment, enter a value)
Completing the Action
- Extender retrieves completed Remote Action forms from the website and feeds the results back into Sage 300 to progress the Workflow
- The retrieval step can be automated by using Process Scheduler to regularly poll the Remote Action website for newly completed forms
Step-by-Step
An Extender Workflow instance starts, then:
- (1A) – An email is sent to the nominated approver(s)
- (1B) – The email includes a one-time link to an online form specific to this action & user
- (2) – The email recipient clicks on the link and fills in the form to remotely complete the action
- (3) – Extender retrieves the details of the completed Remote Action form
Extender then feeds the result back into Sage 300 to progress the Workflow
