Smartstaff, administrator
4,478
edits
Changes
→Using workflows
2. Click into the criteria field to select the list view column to search against.
[[Image:workflow2017_14.png]]
3. Enter in appropriate criteria.
5. All matching results will be listed, as well as filter criteria.
[[Image:workflow2017_15.png]]
The steps for sorting are as follows:
This Workflow Task configuration:
[[Image:workflow2017_16.png]]
Produces this diagram:
[[Image:workflow2017_17.png]]
The last column shows the "Objectid" of the entity against which the workflow was fired.
[[Image:workflow2017_18.png]]
Enabling the Manager Permission will enable the Workflow History section from the Option drop-down on Level 1, Level 2 and Level 3 records.
[[Image:workflow2017_19.png]]
Clicking on the Workflow History tab will display the history of workflows triggered on the entity.
[[Image:workflow2017_20.png]]
Once the role is selected, the options will display in the edit company view.
[[Image:workflow2017_21.png]]
