startWorkflow Service Errors
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Workflow Service Errors

CCH Workflow
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FAQs

    Not installed or latest version

    When logging into CCH Central to perform the Database Upgrade, the following message is returned where the Workflow Service is either not installed or updated to the latest version.

    ServiceNotInstalled.png

    Click OK to continue and the Database upgrade is performed.

    If the above message keeps appearing after the Database upgrade has been performed and the Workflow Service has been run, then the Workflow Service is required to be manually started.

    Service manually stopped

    If the CCH Workflow Service has been manually stopped and not re-started the following message is returned when logging into CCH Central.

    ServiceManuallyStopped.png

    Configuration Key

    The purpose of this configuration key is to allow you to hide the CCH Workflow Service is either not installed or updated to the latest version and the  CCH Workflow Service has been manually stopped warning messages.  The key below has been automatically created with the value of Zero.

    To amend the following configuration key within Ribbon mode, navigate to File > Maintenance > User Defined > Configuration

    To amend the following configuration key within Task Bar mode, navigate to Maintenance > User Defined > Configuration

    Key Name

    Key Value

    Comments

    WorkflowServiceNagDisabled

    0

    The Workflow Service nags are enabled.

    WorkflowServiceNagDisabled

    		 1

    The Workflow Service nags are disabled.

    The Key value being set to 0 or not present results in no change to the application.

    Note: Exit out of CCH Central once the relevant information has been entered.  Upon re-entry, the new value is active.

    Multiple Instances

    When logging into CCH Central to perform the Database Upgrade, the following message is returned where the Workflow Service has been installed on multiple machines.

    MultipleWFinstances.png

    Related documents

    CCH Workflow 2025.3: Release Notes
    The document provides release notes for CCH Workflow version 2025.3, highlighting installation prerequisites through the Central Suite Installer and introducing a new configuration key, Wf_DocumentExtraFields, which enables the merging of document extra fields. Firms wishing to disable this feature can adjust the key value. It includes legal disclaimers regarding accuracy and confidentiality, as well as trademark information. The content is proprietary to Wolters Kluwer (UK) Limited and is not to be reproduced without permission.
    VAT Workflow : Quick Start Guide
    This document serves as a comprehensive guide for managing VAT returns using the CCH Central Workflow system. It details the steps for creating a customized VAT workflow by saving the standard workflow as a practice-specific version, updating assignment responsibilities, and setting up VAT assignments and jobs. The guide covers the process for adding workflows to clients, customizing the homepage for workflow management, and tracking tasks within the workflow system. Additionally, it highlights automation features for task assignment and periodic workflow creation with links to further resources for detailed instructions.
    Progressing the tasks
    This document outlines the process for managing workflow tasks. Users can complete tasks via the Tasks homepage by selecting their names and using the ribbon bar for options like "Mark as complete." Multiple simple tasks can be completed in bulk. Tasks can also be reassigned to different employees, or specific employees can be selected for subsequent workflow steps. The document includes images to illustrate these procedures.
    Progressing workflows
    This document provides instructions on progressing tasks within a workflow homepage, detailing actions such as completing milestones, selecting outcomes, passing or failing tasks, and selecting employees. Users are guided on how to navigate the interface, including right-click options to manage tasks effectively. The document also mentions non-milestone tasks, directing users on how to reveal these tasks and proceed with their completion. Additionally, it highlights the ability to add comments to choices made within the workflow.
    Introduction to the Workflow homepage control
    The document provides an overview of the Workflow homepage control, detailing its functionality for monitoring workflow progression. It covers how to customize the interface, select workflows, and change view options, including due dates and employee views. The document also highlights the use of the "Field Chooser" for adding relevant columns, adjusting totals displayed for workflow steps, adding or editing comments, and applying filters to streamline the displayed workflows. Visual aids and step-by-step instructions complement the descriptions for ease of use.