Workflow
Examples of paths a case can take when going through a workflow are:
- Draft > Ready for Review > In Review > Ready to Sign > Signed > Approve
- Draft > Ready for Review > In Review > Decline
The options to precisely configure a workflow are manifold and divided over the two elements that define and change the position of a case in a workflow:
- State and
- Transition
The state of a case is its position in the workflow. It is defined by what actions are allowed to be performed by whom while a case is in that state. For example: Editing information is allowed, but uploading documents is only allowed for the case owner.
Transitions describe how a case moves from one state to another in a workflow. They are the connections between the states. Furthermore, you can set who is authorized to trigger a transition.
Last modified 10mo ago