Search for a Profile

You can search for a workflow type either by navigating to the record or by using the Search feature.

To search for a workflow type using the Navigation bar, complete the following steps:

  1. On the Navigation menu, click Administration » Workflow Type Configuration.

  2. Using the navigation buttons at the top of the form, navigate to the workflow type you want to view or modify. For more information, see Workflow Navigation.

To search for a workflow type using the Search feature, complete the following steps:

  1. On the Navigation menu, click Administration » Workflow Type Configuration.

  2. On the Workflow Type Configuration form toolbar, click in the Search field.

  3. Using the Workflow Type Search dialog box, select the workflow type you want to view or modify and click the Select button.

What do you want to do?

Manage workflow types

Modify the workflow steps


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