16.8.1 Workflow Management – Summary

User can opt to view the details of existing workflows or can create new approval workflow using this screen based on the choose workflow type

Figure 16-70 Workflow Management – Summary



Table 16-39 Field Description

Field Name Description
Workflow Code Enter the approval workflow code to be searched.
Workflow Description Enter the description of the approval workflow to be searched.
Workflow Type Specify the workflow type to be searched.

The options are:

  • Approval
  • Release
Search Result
Workflow Code

Code of the already maintained approval workflow.

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

Workflow Description Description of the already maintained approval workflow.

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

Approval Levels Number of approval levels in each workflow.

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

Workflow Type Displays the type of workflow whether it is for Approval or Release.

To setup a Group Corporate Profiling:

  1. Navigate to one of the above paths.
    The Workflow Management screen appears.
  2. In the Workflow Code field, enter the approval workflow code to be searched.
  3. In the Workflow Description field, enter the description of the approval workflow to be searched.
  4. In the Workflow Type field, select the type of workflow to be searched.
  5. Click Search.
    The Workflow Management screen with search results appears based on the searched criteria.
  6. 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 transaction.

    OR

    Click Back to navigate to the previous screen.