Add a batch workflow

1. From the Batch page in Administration, click Batch entry. The Batch Entry page appears.
2. Under Configuration, click Batch workflows. The Batch Workflows page appears.
3. On the action bar of the Batch workflows grid, click Add. The Add batch workflow screen appears.
4. Enter a unique name to help identify the batch workflow.
5. Click Save. The batch workflow record appears. On the batch workflow record, you must specify statuses and steps. For information, see Batch Workflow Record.

Once you specify a workflow's statuses and steps, review the workflow to make sure it is complete and correctly moves a batch to committal.

 

 

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