Using Workflows
You can set up and use workflows that connect business-process tasks performed by different users. System tasks, such as automatic posting, can be included as steps in workflows, preceded or followed by user tasks. Requesting and granting approval to create new records are typical workflow steps.
Before you can begin to use workflows, you must set up workflow users, create the workflows, potentially preceded by code customization and specify how users receive notifications. For more information, see Setting Up Workflows.
Note
Typical workflow steps are about users who request approval of tasks and approvers accepting or rejecting approval requests. Therefore, many topics about how to use workflows refer to approvals.
The following table describes a sequence of tasks, with links to the topics that describe them.
| To | See |
|---|---|
| Set a workflow to start when the first entry-point event occurs. | Enable Workflows |
| Request approval of a task, as an approver, accept, decline, or delegate approvals, and send or view approval notifications. | Use Approval Workflows |
| Create workflow steps that restrict a certain record type from being used before a certain event occurs, for example that the record is approved. | Restrict and Allow Usage of a Record |
| View workflow step instances of status Completed. | View Archived Workflow Step Instances |
| Delete a workflow that you are sure will no longer be used. | Delete Workflows |