Category:Workflows

This category contains articles related to workflows.

A Workflow is a set of repeatable steps used to automate, review, and approve processes within the system.
Workflows are created through the Global Settings tab and can be associated with any entity within the system.

Training related articles are listed in sequential order as follows:

• Workflows Overview
• Workflows - Overview
• Workflow Properties
• Workflow Types
• Creating a Single Step Workflow
• Adding a Workflow Task in an Acknowledgment Workflow
• Setting the Message Type in an Acknowledgment Workflow
• Setting the Step Role in an Acknowledgment Workflow
• Selecting Recipients in an Acknowledgment Workflow
• Completing an Acknowledgment Workflow
• Attaching an Acknowledgment Workflow to an Object
• Creating a Request for Approval Workflow
• Adding a Step to a Request for Approval Workflow
• Setting the Message Type in a Request for Approval Workflow
• Setting the Step Role in a Request for Approval Workflow
• Setting the Process Options in a Request for Approval Workflow
• Selecting the Connector Trigger Types in a Request for Approval Workflow
• Completing a Request for Approval Workflow
• Attaching a Request for Approval Workflow to an Object
• Testing a Request for Approval Workflow
• Reviewing Workflow Requests
• Enabling Workflows in the UTA
• Creating a Level One Workflow
• Triggering the Level One UTA Workflow
• Creating a Level Two Workflow
• Searching or Sorting workflows