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Workflow Configuration Wizard Fields

Workflow Configuration > Create a Workflow Configuration

View the following topics for details on how to configure fields for task, manual decision, and automatic decision workflow steps:

• Workflow Settings Fields
• Task Step Options Fields
  • Form Task Options Fields
  • Sub-workflow Task Options Fields
  • Update Field Task Options Fields
  • Portfolio Refresh Task Options Fields
  • Service Task Options Fields
• Manual Decision Options Fields
  • Manual Decision Task Options Fields
• Automatic Decision Options Fields

Related Video Tips

Workflow Notification Video

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Last Published Friday, June 20, 2025