Fields and Options

Use the form and related dialog boxes to create and modify user-initiated workflows.

Related Topics:

  • User Initiated Workflow Form
    Use this form to create user initiated workflows that automatically trigger actions, such as sending alerts or creating activities, as a result of an event, such as a change that someone makes to an existing Vision record.
  • Conditions Dialog Box (User Initiated Workflows)
    When you set up a workflow, you specify the conditions under which the action will take place. You do this on the Conditions dialog box. Vision looks at the conditions in the order in which you specify them on this dialog box. Use the Move Up and Move Down arrows to arrange them in the correct order.
  • Create Assignment Dialog Box
    Use this dialog box to view Assigned To information that is entered for an approval workflow step.
Parent Topic: User Initiated Workflow Overview