Workflow-based actions

Applies to User Roles:

System Administrator


In earlier versions of Process Designer, actions were applied to individual phases. In certain circumstances, the same actions had to be duplicated in each phase.  For example, in cases where a certain button needed to be present in each phase, the workflow designer had to add the button manually to each phase.

In the current version of Process Designer, you can add workflow-based actions to an entire workflow by viewing the Workflow Properties.

A workflow-based action appears in each phase of the workflow when its condition is satisfied.