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Workflows Overview

699 bytes removed, 13:40, 7 July 2017
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* Connectors: link tasks together, and provide for branching logic based on the user responses to the task or pre-set conditions.
For convenience we have grouped how you do specific tasks under the following groupings.
==Configuring - Essentials==
* Create Workflow
* Create Workflow Tasks
* Create Workflow Connectors
* Enable on Object
 
==Configuring - Advanced==
* Searching or Sorting Workflows
* Suppress Workflow Window
* Recurring Workflow
* Task Type Specific Configuration
* Importing and Exporting Workflow Tasks
* Using Variable Syntax to Select Recipients for Workflow Tasks
* Workflow Condition
* Using iCalendar to Generate Meeting Requests, Tasks and Contact Cards
 
==Using Workflows==
* Searching or Sorting workflows
* Workflow Requests
* Workflow Diagram
* Workflow History
* Workflow Pending Queue
=Configuring – Essentials=
# Click the Menu Icon and under the System Processes , click the Workflows link.
# The Workflows page is displayed. This includes the following tabs:
## ** Workflows – click this tab to see list of workflows. The list includes the name, description, workflow type, Trigger, System Call Identifier and date last updated. In the top right of the action bar is a Category drop down. The list of workflows displayed under the Workflows tab is dependent on the Workflow Category selected. Use the "All Workflows" option to see all workflows. ** Tasks – click this tab to see a list of tasks for all workflows. ** Outstanding Tasks – click this tab to see a list of outstanding tasks for all workflows. This is where the workflow in question has been triggered, and the task has been scheduled for future completion date
3. Click the New Workflow button to see the New Workflow page.
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