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.

Overview

Update existing document

Create new document

Delete document

Manage create and duplicate functionalities

Overview

Create new document type

Update existing document types

Delete document types

Overview

Overview

Create scheduled job

Update existing scheduled job

Delete scheduled job

Run a scheduled job manually

Custom actions scheduled job

Overview

Overview

Create new event action

Update existing event action

Delete event action

Overview

Create new system option

Update existing system option

Delete system option

Rebook Matrix

Request promo

Overview

Create new print signer

Update existing print signer

Delete print signer

Overview

Create new custom model

Update existing custom model

Delete existing custom model

Overview

Create new custom field

Update existing custom field

Delete custom field

Overview

Create new workflow

Update existing workflow

Delete workflow

Create new workflow

Workflow steps