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  4. Workflow

Workflow

  • Workflow
  • Reuse a Workflow
  • Manage Workflow and Workflow Inheritance
  • Customize the Workflow Assigned to a Section or Report Object
  • Assign Sections or Report Objects to a User or User Group in a Workflow Process
  • Change the Workflow State for a Report
  • Change the Workflow State for a Section or Report Object
  • Change the Attributes for a Workflow State
  • Edit a Workflow State Transition
  • Define Workflow Rules for Object-Level Workflows
  • Set Up CDM to Enable Hyperlinks in Emails
  • Create a Workflow Assignment Report