Form/Workflow Link

The Form/Workflow Link allow workflows to be linked directly to actions or forms in the system. This configuration dictates what actions happen and how workflows are triggered in the application.

  1. Select the Link Forms/Workflows function.

A spreadsheet opens with the current workflows and rules.

2. Edit the spreadsheet as needed. For example, to turn off a current workflow, change the Start Workflow Process? to FALSE for that workflow action.

3. Click Save Changes.