Workflow Subsystem

The Workflow Subsystem allows you to start or build approval workflows directly from a record. Workflows can follow predefined paths or be created on demand.

Start a Workflow

1. Open a record and go to Subsystem > Workflows.
2. Click Create New.
3. Choose from one of the available options:
   • Select Workflow: Pick from existing workflows and click Start Workflow.
   • Manager Approval: Route to the assigned manager for approval.
   • Functional Role Approval: Select a role and approver from dropdowns.
   • Build Workflow: Launch the builder to define a custom process.
4. Follow prompts to complete and launch the workflow.

Manager Approval requires the user to belong to an organization with a manager assigned.