No-Code Process Automation

Visual Process, Workflow & Event Designer

Design your entire enterprise workflow: multi-stage approvals, automatic generation of target invoices and accounting entries upon approval, cross-window data migration, and programmable event hooks.

How This Works Inside Xtra Desktop: State-machine workflow engine supporting Invoices, Accounting Bonds, and Custom Windows with automated cross-pattern document creation and security degree transitions.
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Visual Process, Workflow & Event Designer
01 / Xtra Desktop

Automatic Cross-Document Generation: Upon stage approval, Xtra Desktop can automatically generate a new target Invoice pattern or Accounting Bond/Entry, post it to inventory and general ledger, and initiate a follow-up workflow.

02 / Xtra Desktop

Cross-Window Data Cloning & Migration: Automatically duplicate and migrate structured field data from one custom window type to another custom window as part of a process stage.

03 / Xtra Desktop

External Customer Approval Participation: Uniquely assign the external customer/agent as an approver participant in a workflow stage with direct email notification and approval link.

04 / Xtra Desktop

Dynamic 4-Level Security Escalation: Automatically raise or lower record security degrees (Levels 1 to 4) at each stage to lock approved transactions against unauthorized edits.

05 / Xtra Desktop

Programmable Event Hooks (BuildEvent): Attach custom validation rules and automated SQL/procedure triggers on save or update across invoices, entries, and custom windows.