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Creating a Workflow

  1. Navigate to the Admin page.

  2. Select Workflow Management.

  3. From the dropdown menu accessed through the Workflow Definition tab select Create Workflow Definition.

  4. Name your Workflow and select When record saved for Execution Occurs.

  5. Select the Target Module.

  6. Save.

  7. Set your required Conditions to trigger the Workflow.

  8. Set the Processing Order.

  9. Define the Actions and Alerts you wish to be executed by the Workflow.

  10. Set status to Active and save.

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