13.1.3.1 Retail & Business Workflow Management – Summary

Clicking on Workflow Code hyperlink, workflows maintained (if any) under a party are displayed on the screen. User can opt to view the details of existing workflows or can create new approval workflow using this screen.

Figure 13-10 Workflow Management – Summary


Description of Figure 13-10 follows
Description of "Figure 13-10 Workflow Management – Summary"

Table 13-7 Field Description

Field Name Description
Party ID Party ID of which workflows to be viewed/ edited.
Party Name Party name of Party ID of which workflows to be viewed/ edited.
Workflow Code

Code of the already maintained approval workflow.

This field will be displayed only if there are existing approval workflows available under a party.
Workflow Description Description of the already maintained approval workflow.

This field will be displayed only if there are existing approval workflows available under a party
Approval Levels Number of approval levels in each workflow.

This field will be displayed only if there are existing approval workflows available under a party.
  1. Click the Workflow Code link to view details of the selected Approval Workflow.
    The Workflow Management - View screen appears.

    OR

    Click Create. The Workflow Management - Create screen appears.

    OR

    Click Cancel to cancel the operation and navigate back to ‘Dashboard’.

    OR

    Click Back to go back to previous screen.

Parent topic: Approval Workflow - Retail & Business User - Workflow Management