Workflows are available with the Pro and Enterprise subscriptions.
Once a workflow template is created, the workflow can be added to requests. This can be done from a request record or in batch from a super search.
Only workflows with the request workflow type are available to add in batch.
If a workflow template is configured to be automatically added to requests based on certain criteria, the workflow can still be manually added to requests as needed.
Add a Workflow from the Request Record
- Navigate to the request record.
- Click the Workflows tab.
- Click Add New Workflow.
-
Check the box for each workflow to add to this request, and then click Create Workflow.
- If adding a workflow type other than the request type, select the object to which this workflow relates (e.g. payment 1 of 2, a progress report or final report requirement).
Add Workflows in Batch from a Super Search
- Run a super search to generate a list of the relevant requests.
- Check the box next to each relevant request.
- Click All Actions, and then click Add Workflow.
- Check the box for each workflow to add to this request, and then click Update.
After adding a workflow to a request, the workflow tasks can be edited as needed. Manage Workflows and Workflow Tasks contains details.