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Types of workflows

Serial workflows (move step by step)

Once the task(s) within the first/previous step are completed, the workflow moves onto the next step.

  • Click Add Step.
  • Click Add Task to display Task Definition screen.
  • Select one or more Users from the left-hand side and add the user in Assign To by clicking on the Add button.
  • Enter required fields.
  • Repeat for all tasks associated within this step.
  • To create next step, repeat steps undertaken.

Parallel workflows

Parallel workflows, any number of tasks are created with multiple users in a single step.

At time of registration the task will go to all users. Parallel workflows may also have multiple steps.

  • Click Add Step.
  • Click Add Task to display Task Definition screen.
  • Select one or more Users from the left-hand side and add the user in Assign To by clicking on the Add button.
  • Enter required fields.

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