Creating the steps of Workflow

Creating the steps of Workflow

This feature allows you to create Workflows, i.e. validation circuits. A workflow can be set up when creating or updating a document.

Click on the feature 'Workflows'.

The Workflows register appears.

To create a new Workflow, click on the " buttonCreating a workflow".

Inform the name of the Workflow in the ' fieldName of the workflow'.

Create workflow steps in section 'Steps'.

It is possible to add as many validation steps as needed by clicking on the " button+ +" to the right of the table.

After completing this form, click on the " buttonValidate"

You then return to the Workflows register on which your record appears.

To know: Workflows can be directly created when editing a document. The procedure to follow is exactly the same.