Difference between revisions of "Edit Workflow"

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(Redirected page to Workflows Overview)
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#REDIRECT [[Workflows Overview]]
 
 
The following options appear along the top of the screen:
 
 
 
* '''Back''' – click this tab to return to the previous page accessed.
 
* '''Workflows''' – click this tab to return to the [[Workflow|workflow]] list.
 
* '''New Task''' – click this tab to create a new [[Workflow|workflow]] task.
 
* '''Diagram''' – click this tab to see a [[diagram view]] of the workflow.
 
 
 
The following tabs are also displayed:
 
 
 
* '''Task''' – click this tab to view [[Workflow|workflow]] task and to edit tasks. Tasks are steps within the workflow.
 
* [[Pending Queue]] – click this tab to see a list of outstanding tasks for this [[Workflow|workflow]], to delete certain tasks and to reassign tasks to other contacts within the system.
 
* '''History''' - click this tab to see a list of completed tasks for this workflow.
 
 
 
This page consists of the following configuration options:
 
* '''Workflow Type''': See [[Workflow Types]]
 
* '''Name''': Name of the workflow.
 
* '''Description''': Narrative description for the workflow.
 
* '''Workflow Window''': See [[Suppress Workflow Window]].
 
* '''Run Asynchronously''': This setting will tell the system to allow workflows to run concurrently, rather than being running in sequence.
 
* '''Category''': Similar to [[Report Categories]], workflows can be assigned a category for easier system organization.
 
* '''Trigger When''': Typically, the [[status]] that will trigger a workflow.
 
* '''Termination Trigger''': See [[Workflow_Triggers_on_Dates#Termination_Triggers|this page]] for additional information.
 
* '''System Call Name''': See [[System Call]] page for additional information.
 
 
 
[[Category:Workflows]]
 

Revision as of 13:01, 20 July 2017

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