1. Core User Manual
  2. Approvals
  3. Workflow Management
  4. Approval Workflow - Retail & Business User - Workflow Management

15.1.3 Approval Workflow - Retail & Business User - Workflow Management

System displays a screen to enter the party information (party ID or party name) and search party for which the approval workflows are to be maintained/ viewed.

User can enter the party ID (if known) or the party name with a minimum of five characters.

System matches the input provided by the user with the party name records and displays the matching party records.

In case of a party search by party ID, it is an exact match and system displays the workflows maintained if any.

In case of a party search by name, system displays the matching party records. The records have parties listed with both Party ID and Party Name information. User can select the record by clicking on the Party ID from the list.

Figure 15-9 Workflow Management


Description of Figure 15-9 follows
Description of "Figure 15-9 Workflow Management "

Table 15-6 Field Description

Field Name Description
Party ID Party ID to be searched.
Party Name Party name of the party ID to be searched.
Search Result
Party ID Party IDs as per search input. Click on the link to view workflows maintained under the party.
Party Name Party name of the party ID.
  1. Navigate to one of the above paths.
    The Workflow Management screen appears.

    OR

    Click Cancel to cancel the transaction.

    OR

    Click on Clear to clear the input search parameters.

  2. Click on the Party ID link to view the workflows maintained under the selected party.

Parent topic: Workflow Management