Last updated April 3, 2019
To take advantage of workflows, navigate to the relevant ‘Order Overview’ page and click the ‘Select Workflow’ drop down menu. This will preview existing workflows that you can apply to the order.
Once you have selected a workflow, you can 1) ‘Rename’ the workflow and 2. either ‘Confirm’ or ‘Confirm & Start’.
Renaming workflow: This allows you to change the display name of the workflow from the default template name
Confirm: This will confirm your workflow selection, but it will not start the time counter. The workflow will remain in a ‘Standby’ status until you click ‘Start’.**
Confirm & Start: This “activates” the workflow and the first task(s) will enter an ‘Inactive’ state
At any time, you can ‘Archive‘ the workflow at hand, or click ‘+ Add Workflow’ to add another workflow to the order.
From the Workflows Table, you can see: Workflow Status, Last Task Updated , Last task updated Time Stamp, Total Number of Workflow Tasks, and the Date of the Workflow’s Start.
Note: All Workflows (Active or in Standby) must be completed before an Order can be completed.
