Form/Workflow Link

Link Workflows to Actions

The Administration/Link Forms/Workflows option lets you relate workflows to actions or forms in the system.  This configuration dictates what actions happen and how workflows are triggered in the application.

1. Select Form/Workflow Link–>Link Forms/Workflows.  The workflow rule spreadsheet opens.

Use the spreadsheet to manage the current workflows.  For example, to turn off a workflow, change the entry for  “Start Workflow Process?” to ‘FALSE’ for that workflow action.