What is a it?
Workflow is a term used to describe the tasks, procedural steps, organizations or people involved, required input and output information, and tools needed for each step in a business process. With this feature, you can automate these steps.
Setup
- Go to BRAIN | Setup | Workflows
- Click on Add (or Edit, if you have an existing workflow)
- On the New Workflow, populate the information
- Description is fairly self-explanatory
- The Default User