A workflow is a sequence of tasks that take place when a certain condition in your Op is met. As an Admin you have the ability to create workflows under the Business Rules tab for each Op in your Org.

To create an Op Workflow:

  • Navigate to the Op of your choice and select the Business Rules tab

  • Click on Add workflow in the bottom right corner

  • In the pop-up window, add a Title for the workflow and select the Op Status that will trigger the Business Rule, then click on Create

  • Following the If/Then logic, you can also utilise the And/Or buttons to define additional criteria for the 'If' condition that will trigger the 'Then' action/s.

  • The 'Then' options give countless combinations of actions such as assign another Op, notify someone external via email, raise an Issue, send an SMS, etc.


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