Workflow Templates Reference

Workflow templates create predefined workflows that you can use as a starting point to create customized workflows to define typical or common business processes. Each template includes predefined workflow states, actions, and transitions. You can create a workflow based on a template and then customize it, depending on your business requirements.

For more information about creating a workflow based on a template, see Creating a Workflow from a Workflow Template.

The following tables describes the workflow templates provided by SuiteFlow:

Name	Record Type	For more information, see ...
Journal Entry Basic Approval	Transaction > Journal Entry	Journal Entry Basic Approval Template
Purchase Order Basic Approval	Transaction> Purchase Order	Purchase Order Basic Approval Template
Sales Order Basic Approval	Transaction > Sales Order	Sales Order Basic Approval Template
Lead Nurturing	Lead > Campaign Email	Lead Nurturing Template

Important:

For the templates to appear in the Workflow Manager, you must have the proper role to view the record type for the template. In addition, the features associated with the record type must be enabled in your account. For more information, see the topic for the appropriate template type.

Related Topics

SuiteFlow Reference and Examples

Workflow Actions Overview

Triggers Reference

States Reference

Event Types Reference

Action Examples

Transitions Examples

Condition Examples

Context Type Examples

Examples of Event Types

Workflow Search Examples

General Notices