Workflow Type Form, New Workflow
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Workflow Type, New Workflows Page

Defaults for new Workflows

Flag Colour

The default flag colour will be assigned to newly created Workflows and can be used to view their status or as a filter on the Task Manager.

Default User

Define the default User for Workflows of this type to be allocated to. Leave blank to allocate via a script.

Leave new Workflows Pending?

Check to when a new Workflow of this type is created, its status will be "Pending". Until it is opened, no processing will take place. Can be used if someone is to review all Workflows of this type before processing starts E.g. before threatening letters etc are sent out.

Initialisation

OptionDescription
None

Does not add any Groups.

  • Used when Scripting is used to manage the Initialisation.
Add AllAdd all Workflow Groups and Items.
Add First Item GroupAdd all Workflow Items in the first Item Group.
Add to Item Group

Add all Workflow Items and Groups prior to and including specified Group.

  • Used to initially add a first set of groups.