New workflow without basis

You can build a complete workflow yourself. You then only have a To complete task and a Complete action.

New workflow without basis:

  1. Open Profit.
  2. Go to: CRM / Dossier / Configuration / Dossier item type.
  3. Open the properties of the dossier item..
  4. Go to the tab: Workflows.
  5. Click on: New.
  6. Enter the description.
  7. Select based on an empty workflow in Selection.
  8. Click on: Finish.
  9. Click on: Get started!
  10. For example, in the properties of the workflow, you can change the description. Furthermore, you can add, insert, change or delete tasks and actions.

    At the bottom of the screen, you see the messages you still need to resolve before you can publish the workflow.

  11. Select the first task.
  12. Click on:Ins_Wortkflow Beoordelen inschrijving inrichten (10) after Task intended for.
  13. Select the group or user for whom the task is intended and move it to the Intended for frame.
  14. Select the Workflow intervention check box if you want to record this for this task.
  15. Click on: OK.
  16. In this way, build the entire workflow.
  17. Click on: Publish.
  18. Click on: OK.

See also

Directly to

  1. Build a new workflow
  2. New workflow without basis
  3. New workflow based on an existing one
  4. Add a task
  5. Change a task
  6. Copy rights from another task
  7. Delete a task
  8. Add an action
  9. Extra actions for a task
  10. Adjust an action
  11. Configure the Action confirmation screen
  12. Add a follow-up task to an action
  13. Delete an action
  14. Add a condition to a workflow
  15. Add custom fields to an action
  16. Assign a value to fields in the workflow
  17. Submit a new dossier item from dossier item
  18. Link a message to a task or an action
  19. Overview of tasks and actions
  20. Custom table for status in workflow