Category:Workflows

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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.

Pages in category ‘Workflows’

The following 2 pages are in this category, out of 2 total.

C

Creating a workflow with scheduled reminders

W

Workflows Overview

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Process Logic