15.1.3.1 Retail & Business Workflow Management – Summary

Clicking on Workflow Code hyperlink, workflows maintained (if any) under a party are displayed on the screen. User can opt to view the details of existing workflows or can create new approval workflow using this screen.

Figure 15-10 Workflow Management – Summary



Table 15-7 Field Description

Field Name Description
Party ID Party ID of which workflows to be viewed/ edited.
Party Name Party name of Party ID of which workflows to be viewed/ edited.
Workflow Code

Code of the already maintained approval workflow.

This field will be displayed only if there are existing approval workflows available under a party.

Workflow Description Description of the already maintained approval workflow.

This field will be displayed only if there are existing approval workflows available under a party

Approval Levels Number of approval levels in each workflow.

This field will be displayed only if there are existing approval workflows available under a party.

  1. Click the Workflow Code link to view details of the selected Approval Workflow.
    The Workflow Management - View screen appears.

    OR

    Click Create. The Workflow Management - Create screen appears.

    OR

    Click Cancel to cancel the operation and navigate back to ‘Dashboard’.

    OR

    Click Back to go back to previous screen.