To create a workflow template in the Company Workflows tool.
First Responder Decides | Multiple Responders Decide |
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When selecting an Assignee Role from the Manage Assignees page, you may also choose to add new custom template roles. Complete the following steps to create a new template role:
Once the assignee roles for the step have been determined, the next step is to add responses. The options available when adding responses is determined by the step's decision type and whether or not any responders are required.
The steps for adding responses below are separated by their associated decision type. Follow the steps for the decision type selected on the step.
In the Responses card of the step settings, complete the following information:
Optional: Click Add Response to create additional responses and fill out the above information as needed.
In the Responses card of the step settings, complete the following information:
If Only required responders decide IS checked:
If Only required responders decide is NOT checked:
Optional: Click Add Response to create additional responses and fill out the above information as needed.
For instructions on how to add additional step types:
Condition steps allow a workflow path to be routed differently depending on whether the conditions of the step are met. To create a condition step, follow the instructions below.
Budget Changes... Show/Hide
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Commitments... Show/Hide
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Commitment Change Orders... Show/Hide
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Correspondence/Custom Tools... Show/Hide
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Owner Invoices... Show/Hide
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Prime Contracts... Show/Hide
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Prime Contract Change Orders... Show/Hide
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Subcontractor Invoices... Show/Hide
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*Conditional statements linked to the project’s budget are based on the total amount of the budget column selected on the Custom Reporting Budget View located in the company level Admin tool. See Set Up a Budget View for Custom Reporting.
For instructions on how to add additional step types:
A finish step defines the end of a workflow. A finish step indicates the workflow is complete.
For instructions on how to add additional step types:
For instructions on how to add additional step types:
The following options are available to save the workflow template: