Add a feature group

If you work with features, you can start a specific workflow based on the features that the user selects when submitting the dossier item. You can link up to three feature values to the feature group.

We recommend that you select features, but it is not mandatory. You can only select a feature that you have added previously. Also, the Use features field on the Settings tab must be selected for the dossier item type.

To add a feature group:

  1. Go to: CRM / Dossier / Configuration / Dossier item type.
  2. Open the properties of the dossier item type..
  3. Go to the tab: Feature combinations.
  4. Click on: New.
  5. Enter the description.
  6. Select a value for Workflow. 

    If you submit the selected dossier item type, this workflow is started. (A number of Profit workflows, such as Purchase invoices, cannot be selected. They are provided fully configured.)

  7. Select the features on the basis of which the dossier items types enter the workflow.
  8. Click on: Next.
  9. Select the For recording in OutSite check box.
  10. Click on: Finish.

See also

Directly to

  1. Feature group
  2. Authorise feature groups
  3. Add a feature group
  4. Examples of feature group operation