Workflows

To create a Workflow, follow the steps below:

1. Click the Add button from the grid. The Workflow Editor window will open.

   

2. Enter the Workflow name, select the Workflow type, and Initiation of documents.
3. Add the Selection Criteria as either All new documents or Metadata fields that need to be reviewed.

   

4. Select the number of Review Levels, Approval Levels, and eSignature levels.

   

5. Click on the +Add button on the Initial Stage section.

   

6. The Initial Stage condition pop-up window is displayed. The user can apply a condition to select documents for review as per a particular condition.

   

7. Enter the Condition name in the blank field.

   

8. Add multiple conditions by clicking the Add button the field gets added below the Field Name.

   

9. To decide their sequence filter documents with the green arrow keys. Use And / Or operators to have all / either of the conditions to execute.

   

10. Documents uploaded by the site contact on a particular site visit date would be added to the workflow. The details of each condition are as below:

    

11. Click Start Group button to start the group by adding the category. Clicking on the End Group button the started group gets over.

    

12. To delete an added row, select the row and click Delete Row button.
13. Click on the Done button to apply the condition.

    

14. Click on the Next button. This opens the configuration wizard of the first stage of the workflow.