Select a Workflow
The Select Workflow page, accessed by clicking the icon in the Processing tab of the Management > Business Rule Linkage > Project Types > Project Type: <name> page or when creating or editing a Client or Quote, presents a drop-down list of workflows from which to select.
This page also shows the workflow type and description for the selected workflow, and shows the workflow diagram itself. In the workflow diagram, the workflow steps have tooltips showing the defined roles, parameters, and step types.
Parent Topic
Adding a Project Type