startCreating a template using the Workflow Wizard
How To

Creating a template using the Workflow Wizard

CCH Workflow
Last update: Reading time 3 minutes
Workflow Template

    The Workflow Wizard, available in the ribbon bar within the Standard Workflows screen, assists users by guiding them through the process of creating a workflow.

    To create a workflow template using the Workflow Wizard:

    1. Open the Standard Workflows screen from File > Maintenance> Central Workflow > Standard Workflows.
    2. Click on the Workflow Wizard button from the Tasks tab within the ribbon.
    3. In Step 1 of Workflow Wizard, enter:
    • the Type of the workflow (eg Client/Contact, Personal Tax, Assignment Jobs)*
    • the Name of the workflow 
    • the Deadline Date Type (Offset or Calendar Date)
    • the Deadline Date Rule
    • the Starting Rule if required

    *The Subject/Workflow types available are dependent upon the products for which your practice is licensed.

    WFWiz1.png

             4. Click Next to proceed to the Steps tab from the Workflow Wizard.
             5. In Step 2 of Workflow Wizard, users can add the workflow steps.

    In the Step Name grid, the available Step Types are displayed. A brief description about the step type that is selected in the Step Name grid is displayed in the bottom left side of the screen.
    WFWiz2.png

    6. To add the workflow steps, highlight the desired step type and use the right arrow to add the steps in the grid.

    Note: By default, the steps are inserted at the top of the grid, however these can be re-ordered by using the up/down arrows on the right.

    To remove a step from the grid, highlight it and use the left arrow or press the Delete button on the keyboard. The following message is displayed:

    WFWiz3.png

    In the grid are displayed the following columns:

    • # : Displays the number of the step.
    • Step Type: Displays the step type: e.g. Central Task, Check Extra Field, etc
    • Name: Enter a unique name for the step (Special characters are not supported within the Name column i.e.?*& etc.).
    • Show on Homepage: If the step is to be displayed within the Workflow Home Page control, tick this box.
    • Notify: Notifies the relevant employee by email that a task has been allocated to them.

    The default structure of the workflow is the order in which the steps have been created. To alter the order, highlight a row in the grid and select either the Up or Down arrow from the right side of the screen.

    WFWiz4.png
    7. Click Next to proceed to the next step.
    8. In the Step Properties of the Workflow Wizard, you are required to add additional properties for certain steps. Where the step number is shown in red, there are mandatory properties which have not been added.

    WFWiz5.png

    The Step Properties differ depending on the Step Type. To set the Step Properties for a Central Task or Central Task(Multi Action):

    • Highlight a step number.
    • Select a Date Type, a Calendar Date refers to a specific date and an Offset Date relates to Date Rules.
    • From the Responsibility for this step section, select an Employee Type to assign the step to, then select an option from the second drop down. Depending on the first select, either a person or group becomes available.
    • In the Next Step section, for each outcome, edit the name (where relevant) and select the next step from As a result jump to. When using Central Task (Multi Action) additional outcomes may be added by selecting the Add Choice option. A new outcome is created.

    WFWiz6.png

    Note: The step number changes from red to black after validating all the properties.

    If the required properties are not set on all the steps, the user cannot proceed to the next step and the following message is displayed:

    WFWiz7.png
    9. Click Next.
    10. Step 4 is the Confirmation tab of the Workflow Wizard, where all the workflow steps are listed together with their main properties.

    WFWiz8.png

    11. Click Finish to save the workflow template, or click Back if you wish to make any amendments.

    The workflow template created with the Workflow Wizard will be displayed within the Standard Workflow screen, and can be edited like any other workflow.

    Related documents

    CCH Workflow 2025.3: Release Notes
    The document provides release notes for CCH Workflow version 2025.3, highlighting installation prerequisites through the Central Suite Installer and introducing a new configuration key, Wf_DocumentExtraFields, which enables the merging of document extra fields. Firms wishing to disable this feature can adjust the key value. It includes legal disclaimers regarding accuracy and confidentiality, as well as trademark information. The content is proprietary to Wolters Kluwer (UK) Limited and is not to be reproduced without permission.
    VAT Workflow : Quick Start Guide
    This document serves as a comprehensive guide for managing VAT returns using the CCH Central Workflow system. It details the steps for creating a customized VAT workflow by saving the standard workflow as a practice-specific version, updating assignment responsibilities, and setting up VAT assignments and jobs. The guide covers the process for adding workflows to clients, customizing the homepage for workflow management, and tracking tasks within the workflow system. Additionally, it highlights automation features for task assignment and periodic workflow creation with links to further resources for detailed instructions.
    Progressing the tasks
    This document outlines the process for managing workflow tasks. Users can complete tasks via the Tasks homepage by selecting their names and using the ribbon bar for options like "Mark as complete." Multiple simple tasks can be completed in bulk. Tasks can also be reassigned to different employees, or specific employees can be selected for subsequent workflow steps. The document includes images to illustrate these procedures.
    Progressing workflows
    This document provides instructions on progressing tasks within a workflow homepage, detailing actions such as completing milestones, selecting outcomes, passing or failing tasks, and selecting employees. Users are guided on how to navigate the interface, including right-click options to manage tasks effectively. The document also mentions non-milestone tasks, directing users on how to reveal these tasks and proceed with their completion. Additionally, it highlights the ability to add comments to choices made within the workflow.
    Introduction to the Workflow homepage control
    The document provides an overview of the Workflow homepage control, detailing its functionality for monitoring workflow progression. It covers how to customize the interface, select workflows, and change view options, including due dates and employee views. The document also highlights the use of the "Field Chooser" for adding relevant columns, adjusting totals displayed for workflow steps, adding or editing comments, and applying filters to streamline the displayed workflows. Visual aids and step-by-step instructions complement the descriptions for ease of use.