Workflow phases

Workflow phases show the state of a record in the workflow and provide processing that must occur for the record to move to the next phase. Phases use transitions to move from one phase to another phase. Some of this processing can be manual, or it can be triggered by the rules or actions specified for that specific phase.

Within a workflow, you can specify a form to display when that phase is active. Use different forms on different phases to allow different information to be displayed and captured at various stages of the workflow.

Rule sets are defined in the phase or transition to enforce business logic, such as checking if the user has entered the required data or has proper security to perform a transition.

Related topics

Workflow transitions

Add a phase