About the Workflow Hierarchy

If you assign workflows to multiple forms in Vista, the system follows a specific hierarchy to determine which workflow will apply.

Once you create the workflow processes, you can then assign them using the Workflow tab on several forms throughout the Vista application. Assigning the workflows determines when the workflow will apply. For example, should a PO workflow apply to all PO items created in the application for company "1" or just to the PO items created in company "1" that are associated with a JC/PM project?

Since you can assign the workflows in several places, the system uses a hierarchy to determine which workflow will apply. The diagram below outlines the hierarchy and lists the forms where the workflows can be assigned.