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 you create a workflow, you can set up review/approval steps and then assign the process workflow to specific modules, companies, and document types.

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 subcontract, the workflow on that subcontract is updated once you make changes to the workflow process using this form.

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

Review/Approval Process Workflow

Create a Workflow Approval Process

Create Workflow Process Approval Steps

Use Notifier Queries for Workflow Notifications