Change a workflow description

You can change the description of the workflow.

To change a description:

  1. Open Profit.
  2. Go to: CRM / Dossier / Configuration / Dossier item type.
  3. Open the properties of the dossier item type..
  4. Go to the tab: Workflows.
  5. Open the properties of the workflow..
  6. Change the description in the Properties frame.
  7. Click on: Save.

    You can also save the description using ENTER.

  8. Close the workflow.

Directly to

  1. Maintain a workflow
  2. Insert a task in a workflow
  3. Delete a task
  4. Make a response mandatory in an action of a workflow
  5. Checks for error messages in the workflow
  6. Change a workflow description
  7. Check the destination of a task
  8. Change the users in a workflow
  9. (Temporarily) block a workflow
  10. Delegate a task to another user
  11. Delete a workflow