Configure and maintain workflows

Create and maintain workflows that provide repeatable business processes to be called by rules.

A workflow is a graphically designed set of activities that you use to create a more complex set of operations than Ordered Activities.

Use the Workflow tab to manage workflows and provide the following information.

Name. Click the name of a workflow to view its details or edit it.
Description. If provided, it is text that describes the workflow.
Object Type. Workflows can be assigned to a type of object, such as incident, note, milestone, task, attachment, artifact, or data table.
. Deletes the workflow. If a workflow is referenced in a rule or another workflow, you must remove the reference before you can delete it.