KB Corner: All About WorkFlows

August 2024    Tags: Resources, WorkFlows

WorkFlows are a powerful tool, but what exactly are WorkFlows and how are they set up?

WorkFlows provide the ability for users to initiate predefined actions to occur based on creation, changes, or deletions of other records. WorkFlows provide streamlining of common tasks by automatically starting another task related to the previous creation or change. For example, you can create a WorkFlow that automatically begins an email to a colleague when a new journal record is added for their client, that automatically begins Word Document Assembly to create a welcome letter when a new client is added, that automatically sends an eNote when a record is deleted, and more!

Knowledge Base Article R11307, “All About WorkFlows,” provides an overview of WorkFlows, examples that break down how WorkFlows are set up, best practices, technical information, and frequently asked questions about WorkFlows.

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