Workflows
The stages an engagement moves through.
Overview
A workflow is an ordered list of stages. Some stages are blocked until a condition is met, and some stages run an action automatically, such as sending unconfirmed delegates to CRM. Workflows are configuration.
When to use workflows
- Your process differs from the defaults.
Step by step
In the CPD Training module open Configuration in the green navigation bar, then choose Workflows under Programmes.
Screenshot for this step has not been captured yet — run npm run docs:flow.
Screenshot for this step has not been captured yet — run npm run docs:flow.
What you see on the screen
- Columns: WORKFLOW, STAGES.
- Actions on the screen: New Workflow.
Permissions
These permission keys control access (granted to roles in Administration → Roles & Permissions):
- cpd.config.manage
- cpd.config.read