Setup Standard Workflow Templates

With Workflow templates automate a set of business processes that otherwise need to be performed manually and repetitively. 

Create standard workflow templates for forms that pass through different members or groups for review, response, and approval in consecutive stages of their life cycles. These are useful in processing form submissions, reviewing and approving at various levels, and so on.

You can define the modules and forms for which the workflow template applies, type of actions, and so on involved as part of project activities.

With the relevant stakeholders and permissions configured in the project, members can complete submissions effortlessly in the workflow cycle. The submitted form automatically moves to the next member or group, once the current step is completed. 

In this Article:

➤ Create and Activate a Standard Workflow Template
Define the number of activity steps and the also the responsible roles at each level of the workflow cycle.

➤ Manage Access Permissions for a Standard Workflow Template
Determine responsible users in Workflow Templates for modules and projects.

➤ View and Manage Active Workflow Templates

  View the step properties of the template and modify or delete the unwanted details from the properties.