How To Create a Workflow

Workflows contain actions related to one process. Workflows can only be used for payment requests, but will later expand to other enrollable objects.

1. Open Administration>System Administration>Workflow.
2. Click the + (Create icon) in the Icon Bar.
3. Workflow Details
4. Add the workflow Name.
5. Add the Description (optional).
6. Select the Objects that can be enrolled in this workflow
7. Select the Status.
   • Active: Workflow will be available on all records for the added object type.
   • Inactive: Workflow is not available on records for the object.
   • Archived: Workflow is not available on records for the object and also does not appear on the Workflow grid by default
8. Click Create.