Workflow Details Page (Time Tracking)

This page provides details of the selected workflow and allows you to make changes if necessary. Workflows are used to route time sheets to the appropriate parties based on the User or Role that is submitting the time sheet. From this page you can also design the workflow.

Fields and Buttons

The fields and buttons located on this page are:

  • Design: Click to start designing the workflow or continue working on a saved workflow.
  • Copy: Copy the workflow and use it as a starting point for creating another workflow.

    Copying an existing workflow is a time-saving way to start a new workflow with similar properties.

  • Edit: Click to enter Edit mode and make changes to the details of the workflow.
  • 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 and cause the Delete option to show up.

  • Cancel: This will exit the Workflow Details window and put you back on the main Manage Workflows window.
  • Workflow Name: Displays the name of the workflow.
  • Hide Action Button: Indicates whether or not the Action button is visible to the actor. If hidden, selecting an action will initiate the next step in the process.
  • Allow Comments/Attachments After Finish Step: Indicates whether or not actors are able to comment on the process or attach documents after the process has been completed.
  • Account Default: Indicates whether or not the workflow is the account default, in which case all submitted time sheets will automatically follow this workflow.

    Assigned role/user is what determines the route of submitted time sheets. For more information, see Manage Workflow Page Overview.

    If set as the account default a specific role/user cannot be assigned; instead, the process can be initiated by any role or user. You may choose to default a workflow that is generic to the entire organization, such as non-billable time sheets that must all be routed to the same parties, e.g. The Accounting Team.

    There can only be one default per account. You'll notice the Delete option is disabled for the default workflow, to change this you must choose a different workflow to set as the default.

  • Role/User Assignment: Displays the Roles/Users that can submit the workflow. If the workflow is an account default, this field defaults to all roles and users, allowing anyone to initiate it.