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DEMO Workflow Management

Purpose of the demo:

Scenario

  • A user creates an entry in Form 1.
  • On submission, a workflow process is initiated. The process is managed by Form 2
  • The next step in the process is for an anonymous user (does not have an account in the system) to create an entry in Form 3 using a link in an email that could be send from a 3rd Party System as opposed to being sent by this website.
    • On creation of this entry, the Master is updated and the workflow progresses to the next step
  • An internal user with specified role, receives an email notification to create an entry in Form 3.
    • When the entry is created in Form 3, the Master is updated, and the workflow continues to the next step in the workflow.
    • The user accesses the workflow from the Demo: Workflow Management Links page

Click to create an entry to initiate the process

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