Workflows

How to Delete a Workflow Step
Workflow Designer Whether you need to delete a full workflow, or just 1 step within a workflow, start with the Workflow Designer within the Admin Menu. ...
Tue, 25 Mar, 2025 at 9:47 AM
How to Start a Workflow
How to Start a Workflow Made by Helios Ed with Scribe Let's start a Workflow! *This guide will demonstrate how to start a workflow from an admin pers...
Tue, 25 Mar, 2025 at 9:54 AM
Redirecting a Workflow
Redirect a Workflow Made by Helios Ed with Scribe How to Redirect a Workflow Redirecting a Workflow is helpful when a workflow is not routed to the corre...
Tue, 25 Mar, 2025 at 10:02 AM
Reopen a Workflow
Reopening a Workflow Made by Helios Ed with Scribe Reopening a closed workflow allows users to revisit and make additional changes or updates to the...
Tue, 25 Mar, 2025 at 10:15 AM
Managing Approval Criteria
Managing Workflow Approval Criteria Helios uses Workflow Approval Criteria to route workflow steps. These will allow you to direct the workflow to the a...
Mon, 28 Apr, 2025 at 10:06 AM
Workflow Permissions - Who Can See Workflows
Workflows may be visible to Helios Users based on User Role, Document Type Access, Originator, Prior Approval, or Inbox status. User Role Access to app...
Mon, 28 Apr, 2025 at 12:06 PM
How to Send a Form or Workflow to a Non-employee, as a Publicly Accessible Link (External / Public Workflow)
Fri, 9 May, 2025 at 10:23 AM