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Changes
→Configuring A Workflow
* Categories are created by your organization. We suggest creating categories based on the UTA and Record Level.
** '''EX:''' Submission Manager L1
# Item Add a workflow description (optional).
* Include a list of tasks and branching conditions for ease of review later.
* Add notes to your workflow if you make changes to it.
# Item Set the '''Trigger-On'''
* The trigger dictates what status or action will initiate the workflow.
* Depending on the workflow type, you will be selecting from a list of statuses or activities.