14.1.2 Approval Workflow - Admin User - Workflow Management

This topic describes the systematic instruction to Approval Workflow - Admin User - Workflow Management option.

Further drill down is provided on the each workflow to view the details of the users/ user groups who are the part of workflow.

To view the approval workflow for corporate users:

  1. Navigate to one of the above paths.
    The Workflow Management screen appears.
  2. Enter the search parameters and click Search.
    The Workflow Management screen with search results appears based on the searched criteria.
  3. Click the Workflow Code link to view details of the selected Approval Workflow
    The Workflow Management - View screen appears.

    Figure 14-3 Approval Workflow Management


    Description of Figure 14-3 follows
    Description of "Figure 14-3 Approval Workflow Management"

    Note:

    The fields which are marked as Required are mandatory.

    For more information on fields, refer to the field description table.

    Table 14-1 Field Description

    Field Name Description
    Workflow Code Code of the already maintained approval workflow.
    Workflow Description Description of the already maintained approval workflow.
  4. Perform anyone of the following actions:
    • Click Create to create new admin workflow.

      The Admin Workflow Management – Create screen appears.

    • Click Cancel to cancel the operation and navigate the user back to Dashboard.
    • Enter the search parameters and click Search to search the matching records.
    • Click Clear to clear the input search parameters.

Parent topic: Workflow Management