A Predefined Workflow is activated automatically in response to a change in document status. When there is a status change to a document, a Workflow initiated message will appear, explaining the action the Workflow took.
This workflow is set up in the Configuration. Not all users are able to set up a workflow but in most agencies, the Client Service and Production users can.
To view details of all Workflows activated in response to your actions, check the Workflows Created tab on your Chase Home page. To view details of all actions required by you in response to a Workflow, check the To Do tab on your Chase Home page.
For more field help on this dialog follow this help topic: Workflow dialog explained
The Manual Workflow requires a manual action to be performed on a document. If an action is taken, a Workflow initiated message will appear, explaining the action taken by the Workflow.
The action is taken from the Workflow Action button that appears on each document.
Workflow Setup screen
|Applies To||Specify to which type of document the Workflow will apply.|
Triggers are used to activate actions when certain conditions change on a Form. For example, once a User changes the status of a document, a Workflow will kick off.
|Desc||This can be specified to provide a custom description of the Workflow created.|
|Values||Indicates that the Workflow kicks off when the status of the document changes from one status to another.|
|Additional Filters||Allows you to enter additional conditions that must apply before the Workflow will run.|
|Originator||Indicate that the Workflow will be run only when a specific User has changed the document’s status.|
|Recipient||Indicate a User who must take action required by the Workflow. For example, a User who will approve/decline the Workflow, or Users who will be notified or who need to acknowledge the Workflow.|
|Is Active||If checked, it indicates that the Workflow can be used immediately after creation. If unchecked, the Workflow cannot be used.|