Workflows

Workflows Overview (with video)
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Mon, 7 Apr, 2025 at 11:40 AM
Workflows Dashboard
Mon, 24 Feb, 2025 at 2:42 PM
Workflow Designer - How to Design and Route a Workflow
A workflow is a beginning-to-end process, or series of steps, that helps teams achieve their goals by connecting the right people to the right data at the o...
Fri, 25 Apr, 2025 at 12:11 PM
Approve, Reject, or Redirect a Workflow
Mon, 24 Feb, 2025 at 2:44 PM
Limiting User Access to Workflow Types
Mon, 24 Feb, 2025 at 2:45 PM
How to Link Directly to a Workflow - Easy Access for Employees to Initiate a Workflow from the Employee Portal
Mon, 24 Feb, 2025 at 2:52 PM
Updating/Changing Workflow Approvers
Updating/Changing Workflow Approvers Do you need to add or change an approver to an already existing workflow? You've come to the right place. ...
Fri, 25 Apr, 2025 at 11:43 AM
Updating Approvers in a Workflow Criteria
Updating Approvers in a Workflow Criteria Made by Helios Ed with Scribe We are going to cover how to search for approvers in Workflow approval criteria a...
Tue, 25 Mar, 2025 at 9:16 AM
Understanding Approvers in a Workflow (Adding up to 6 Approvers)
In workflows, each step has three approver slots. Approvers added to these slots are always notified when the workflow reaches that step. Any of these sl...
Tue, 25 Mar, 2025 at 9:39 AM
Making a Workflow Editable at a Step
When configuring workflow routing, consider which steps should have editing access. For example, if a workflow has three steps and you want the originator a...
Tue, 25 Mar, 2025 at 9:43 AM