Workflows Categories Explained Follow


 Pre-requisites:  Post Admin permissions are required to create workflows.


Topics Covered
Creating a Workflow Category

Target Users
Org Admin

Required Permissions
Ability to Create Workflows




Why do we have Workflow Categories?  A Workflow Category makes it easier to identify and manage your workflows at post.  For instance, when creating an ISC workflow, you can apply the same workflow category for each ISC workflow.

NOTE:  Users must create the Workflow Category PRIOR to the creation of a workflow, as all workflows must be assigned a Category.

How to Create a Workflow Category

Navigate to Administration by clicking the wrench and screwdriver icon.  On the left menu, under Workflows Configuration, select Workflow Categories.


Click Add New Workflow Category.


Give the Category a Name and Description.  Then click Save.



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