Participating in a Workflow

Each step in the workflow is set up individually. Step-by-step, the administrator can define responsibilities for users and groups through task assignments, completion policies and resolving action settings, and email notification settings. Non-administrative users can complete business process forms, select Workflow Actions, and assign task recipients. They can track business process routing between steps and trace a record's path through the workflow.

In This Section

Completion Policies and Resolving Actions

Working with Tasks



Last Published Friday, April 11, 2025