This topic describes the systematic instruction to Retail & Business Workflow Management – Summary option.

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 14-10 Workflow Management – Summary

Description of "Figure 14-10 Workflow Management – Summary"

Note:

The fields which are marked as Required are mandatory.

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

Table 14-7 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. Perform anyone of the following actions:
   • Click the Workflow Code link to view details of the selected Approval Workflow.

     The Workflow Management - View screen appears.

   • Click Create. The Workflow Management - Create screen appears.
   • Click Cancel to cancel the operation and navigate back to Dashboard.
   • Click Back to go back to previous screen.