WF Workflow Process

You can use the WF Workflow Process form to create and maintain the approval/review processes used in the Process Workflow feature.

Once the workflows have been created, they can be assigned to specific modules, document types, and companies using the Assigned Companies tab.

Note: Changes to workflow processes using this form will affect all documents where the workflow process is currently applied - for example if you change a workflow process that currently applies to a purchase order, the workflow on that POwill change when you make changes to the workflow process using this form.

For more information, click on one of the following links:

Process Workflow

Create a Workflow Approval Process

Create Workflow Process Approval Steps

Restrict a Workflow Approval Process