1. Others
  2. Action and Document Management
  3. Activities

Create workflow
Application task

Use workflows to automate repetitive and predictable processes.
To group workflows, each workflow is linked to a process flow.
For each workflow, you set up:
  • At least one trigger that starts the workflow.
  • The tasks to be automated.
  • The sequence in which these tasks are done.


Standard procedure

1. Click Action and document management design.
2. On the Process flows tab, in the list, find and select the desired process flow.
3. Click the link of the selected process flow.
4. In the Workflows section, click New.
5. In the Description field, type the workflow name.
6. Close the page.
Related to Notes

Set up workflows

 		 

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