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Legacy Workflow

  • Workflow: 1 – Stages (Old UI)

    Workflow is just another name for an approval or review process that a record might have to go through. A...
  • Workflow: 2 – Action Button Basics (Old UI)

    Workflow action buttons are the way a reviewer can tell an app what they would like to do to the...
  • Workflow: 4 – Security (Old UI)

    The Security tab is where you get to define workflow level security, i.e., which users can do what things with...
  • Workflow: 3 – Action Buttons Advanced (Old UI)

    Workflow action buttons are the way a reviewer can tell an app what they would like to do to the...
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