Workflows

• Overview
• Create new workflow
• Update existing workflow
• Delete workflow

Overview

Workflows are used to define status flows for different record types. 

These flows are used to set, which status follows the next one and in what order they should be changed.

Create new workflow

This action requires the "create new workflow" permission.

New workflows can be created through the Create new workflow form.

There should be only one workflow for every status category of a certain document type.

Workflow steps

workflow steps define how a record can move between statuses (from which status into which status). Available statuses for the workflow steps depend on the selected "status category".

Once a workflow is created, only statuses, defined in workflow steps will become valid. Any other status within the selected status category of the document type will result in an error.

Update existing workflow

This action requires the "update workflows" permission.

Delete workflow

This action requires the "delete workflow" permission.

Workflows can be deleted.