Add a Batch Workflow Step

Once you define a workflow status, you can then specify the steps the user can perform with a batch in that status. The step you select determines the next status in the batch workflow.

For example:

From status: “Open” Step name: “Submit for Review” To status: “Submitted”

From status: “Submitted” Step name: “Approve” To status: “Approved”

From status: “Submitted” Step name: “Reject” To status: “Open”

You add batch workflow step from the Step 2: Define the steps used to transition a batch from one status to another grid on the workflow record.

Add a batch workflow step

 

 

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