Changes

Workflows Overview

244 bytes added, 16:07, 7 July 2017

→‎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]]

4,478

edits