A Workflow is necessary for users to submit time sheets. Without it, data will not appear on the Time Tracking page. The workflow is used to route time sheets to the appropriate parties based on the User or Role that is submitting the time sheet. Use this page to view, add or modify existing workflows. For more information, see About Workflows.
Fields and Buttons
The fields and buttons located on this page are:
- Add Workflow: Click to add a new workflow.
- Edit: Click to modify the details of the workflow in context.
- Copy: Click to create a new workflow with the details of the workflow in context copied over.
- Delete: Click to delete an existing workflow.
Every account must always have an Account Default Workflow for each type of workflow that exists. Therefore the delete option for the Account Default workflow will be disabled and not available. The first workflow created for each type (i.e. Time Tracking) will be marked as the Account Default. In order to change the Account Default you must create a new workflow and select the Account Default check box, which will then have the original Account Default unselected.
- Workflow Name: Displays the name of the workflow. Click to open the Workflow Detailspage to view workflow settings and design the workflow.
Every account must have an Account Default. Therefore the delete option for the Account Default workflow will be disabled and not available. The first workflow created for each type (i.e. Time Tracking) will be marked as the Account Default. In order to change the Account Default you must create a new workflow and select the Account Default check box, which will then uncheck the Account Default field in the original workflow.
- Type: Displays the type of workflow (i.e. Time Tracking) assigned to that particular workflow.
- Assigned To: Displays the number of roles and/ or users that are assigned to that particular workflow.
- Last Modified By: Displays the user who last modified that particular workflow.
- Last Modified Date: Displays the date that particular workflow was last modified.
- Account Default: Displays whether that particular workflow is the account default or not.