Form/Workflow Link

Update Link Workflows to Actions in Application

The Form and 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.

  • Clicking on the ‘Link Forms/Workflows’ option under the Form/Workflow Link Configuration section, a spreadsheet will open.
  • Existing workflows and new workflows can now be managed.

Link Forms Workflows

  • For example, current workflows can be turned off by changing the “Start Workflow Process?” to ‘FALSE’ for that workflow action.

Start Workflow Process