American Video Game Company

American Video Game Company
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Storyboard Description

Workflow storyboard

Storyboard Text

  • CRM Sales Admin creates new workflow to support new business process with document signing confgured.
  • Workflow Manager Portal Workflow Type, Cloned From, Approval Required, Document Routing wf_order, wf_default_order, True, Enabled
  • With Approval set to True and Document Routing enabled, the CRM Sales Admin configures the department routing order and persons who either need to approve or just be notified.
  • Document Routing and Approvals Dept 1 (approvers, A/N), Dept 2 (approvers, A/N),  dept_sales(emp_sales1, A, emp_sales2, N), dept_account(emp_account1, A, emp_account2, N)
  • Save and Publish Workflow Workflow Name, Access Type, Auditing wf_name, Restricted(grp_sales), Enabled
  • CRM Sales Admin provides a name for the new workflow, restricts edit permissions to the Sale group and enables auditing for the workflow.
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