Using Workflows

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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