Workflow is used with other applications that directly
or indirectly support its functionality.
- Actions
- Create and manage actions and
action groups. Actions are associated with connection lines in a workflow
process and are triggered by the routing that moves a record from
one node to another.
- Communication Templates
- Create
and manage templates that the system uses when generating e-mail messages.
Workflow uses communication templates for notifications.
- Escalations
- Create and manage
escalation processes. An escalation is a mechanism that can
monitor time-sensitive records and key performance indicators, which
can take actions or send notifications when a record reaches a defined
escalation point. Workflow can use escalations with task assignments.
- Inbox/Assignments Setup
- Configure the Workflow Inbox on the Start Center
of a user.
- People
- Create and manage
records for individuals who are listed on records in any capacity.
Workflow uses person records when generating assignments and notifications.
- Person Groups
- Create and
manage records for groups of individuals. Workflow uses person group
records when generating assignments and notifications.
- Roles
- Create and manage
records for roles. All roles resolve to a person, a person group,
or an e-mail address. All workflow assignments and notifications are
made to roles.
- Workflow Administration
- View
and modify assignments and active instances of workflow processes.
- Workflow Designer
- Create,
view, and modify workflow processes.
- Workflow Inbox
- View and respond to workflow assignments. A workflow
process routes assignments to users' inboxes.